Retirement plan

NICHOLAS-EARTH PRINTING LLC 401(K) PROFIT SHARING PLAN & TRUST

Name: NICHOLAS-EARTH PRINTING LLC - NICHOLAS-EARTH PRINTING LLC 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: NICHOLAS-EARTH PRINTING LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NICHOLAS-EARTH PRINTING LLC 401(K) PROFIT SHARING PLAN & TRUST, NICHOLAS-EARTH PRINTING LLC

NICHOLAS-EARTH PRINTING LLCEIN 20-0075191Plan #001PY 2020

7021 PORTWEST DR, SUITE 100 - HOUSTON, TX 77024713-880-0195nicholasearth.comLinkedIn11-50 employeesprinting

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$107K

+21.6% from 2019

Total participants

0.0% from 2019

Average account balance

$26,773

+21.6% from 2019

Annual return

13.46%

-4.22 pp from 2019

Benchmarks

See 8,255 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,255 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7K

Not enough data

1 years with asset history on file

Average account balance

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

$4K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+26.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

2 tripped

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

$2K

$494 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.843%

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

$26,773

$118,680-77.4%

$98,910-72.9%

$158,931-83.2%

Participation rate

75.0%

77.8%-2.8pp

76.0%-1.0pp

82.0%-7.0pp

Annual return

13.46%

372.35%-358.9pp

196.44%-183.0pp

302.86%-289.4pp

Employer contribution / active EE

$782

$3,333-76.6%

$2,689-70.9%

$4,761-83.6%

Participant deferral / active EE

$1,011

$5,088-80.1%

$4,244-76.2%

$5,982-83.1%

Admin fee / account holder

$494

$10,131-95.1%

$6,642-92.6%

$11,247-95.6%

NICHOLAS-EARTH PRINTING LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NICHOLAS-EARTH PRINTING LLC 401(K) PROFIT SHARING PLAN & 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