Retirement plan

PIERREPONT VISUAL GRAPHICS, INC. EMPLOYEE PROFIT SHARING PLAN

Name: PIERREPONT VISUAL GRAPHICS, INC. - PIERREPONT VISUAL GRAPHICS, INC. EMPLOYEE PROFIT SHARING PLAN (2017) Form 5500
Creator: PIERREPONT VISUAL GRAPHICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIERREPONT VISUAL GRAPHICS, INC. EMPLOYEE PROFIT SHARING PLAN, PIERREPONT VISUAL GRAPHICS, INC.

PIERREPONT VISUAL GRAPHICS, INC.EIN 16-0818534Plan #002PY 2017

15 ELSER TERRACE - ROCHESTER, NY 14611716-235-5620pvgrochester.comLinkedIn11-50 employeesmanagement consulting

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$426K

+22.3% from 2016

Total participants

0.0% from 2016

Average account balance

$47,372

+22.3% from 2016

Annual return

16.93%

+11.98 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$977K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$109K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.46%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$530

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G3D2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$297 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.558%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,372

$150,442-68.5%

$136,295-65.2%

$147,585-67.9%

Participation rate

87.5%

84.4%+3.1pp

81.9%+5.6pp

82.8%+4.7pp

Annual return

16.93%

1049.09%-1032.2pp

5155.97%-5139.0pp

578.56%-561.6pp

Employer contribution / active EE

$1,107

$5,256-78.9%

$4,695-76.4%

$4,876-77.3%

Participant deferral / active EE

$1,236

$6,630-81.4%

$6,247-80.2%

$5,439-77.3%

Admin fee / account holder

$264

$10,905-97.6%

$9,243-97.1%

$10,885-97.6%

PIERREPONT VISUAL GRAPHICS, INC. EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIERREPONT VISUAL GRAPHICS, INC. EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion