Retirement plan

PLAN & PRINT SYSTEMS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

Name: PLAN & PRINT SYSTEMS, INC. - PLAN & PRINT SYSTEMS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: PLAN & PRINT SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLAN & PRINT SYSTEMS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST, PLAN & PRINT SYSTEMS, INC.

PLAN & PRINT SYSTEMS, INC.EIN 16-1226002Plan #001PY 2018

6160 EASTERN AVENUE - SYRACUSE, NY 13211315-437-5111planandprint.comLinkedIn11-50 employeesprinting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+18.6% from 2017

Total participants

+20.0% from 2017

Average account balance

$102,093

-1.2% from 2017

Annual return

12.18%

-4.12 pp from 2017

Benchmarks

See 8,254 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,254 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.45M

Not enough data

1 years with asset history on file

Average account balance

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

$259K

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.

110.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$230K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2000

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$28K

$1468 / participant

Other / not subdivided$28K100.0%

% of EOY assets

1.138%

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

$102,093

$99,032+3.1%

$80,022+27.6%

$135,379-24.6%

Participation rate

100.0%

78.4%+21.6pp

75.8%+24.2pp

82.6%+17.4pp

Annual return

12.18%

15.39%-3.2pp

11.22%+1.0pp

519.79%-507.6pp

Employer contribution / active EE

$3,885

$3,043+27.7%

$2,468+57.4%

$4,779-18.7%

Participant deferral / active EE

$4,562

$4,282+6.5%

$3,686+23.8%

$5,609-18.7%

Admin fee / account holder

$1,162

$10,436-88.9%

$6,521-82.2%

$10,828-89.3%

PLAN & PRINT SYSTEMS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLAN & PRINT SYSTEMS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

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