Retirement plan

SIGMAPHARM LABORATORIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: SIGMAPHARM LABORATORIES, LLC - SIGMAPHARM LABORATORIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: SIGMAPHARM LABORATORIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIGMAPHARM LABORATORIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST, SIGMAPHARM LABORATORIES, LLC

SIGMAPHARM LABORATORIES, LLCEIN 20-2433641Plan #001PY 2019

3375 PROGRESS DRIVE - BENSALEM, PA 19020215-352-6655sigmapharm.comLinkedIn51-200 employeespharmaceuticals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.3M

+42.1% from 2018

Total participants

180

-3.2% from 2018

Average account balance

$40,550

+45.7% from 2018

Annual return

24.31%

+26.71 pp from 2018

Benchmarks

See 1,981 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,981 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.86M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

126

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.

78.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$943K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+19.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$386

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850	Advisory (Plan)	$7,933
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSMUTUAL GREATER PHILADELPHIA Service code 27 2 BALA PLAZA SUITE 901 · BALA CYNWYD, PA 19004	Advisory (Plan)	$6,787
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	$881

Plan features & details

Pension benefit codes2F2G2J2T3D2E

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$16K

$106 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.247%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KREISCHER MILLER
Auditor EIN: 231980475
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,550

$66,319-38.9%

$93,621-56.7%

$65,186-37.8%

Participation rate

83.7%

74.0%+9.7pp

75.8%+7.8pp

70.2%+13.5pp

Annual return

24.31%

42.59%-18.3pp

32.76%-8.5pp

29.39%-5.1pp

Employer contribution / active EE

$2,175

$2,013+8.1%

$2,719-20.0%

$2,177-0.1%

Participant deferral / active EE

$5,407

$3,343+61.8%

$4,070+32.9%

$3,514+53.9%

Admin fee / account holder

$100

$6,900-98.6%

$7,890-98.7%

$847-88.2%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MML INVESTOR SERVICES LLC

Service code 27 · EIN 04-1590850

Advisory (Plan)

$7,933

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSMUTUAL GREATER PHILADELPHIA

Service code 27

2 BALA PLAZA SUITE 901 · BALA CYNWYD, PA 19004

Advisory (Plan)

$6,787

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

$881

SIGMAPHARM LABORATORIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIGMAPHARM LABORATORIES, LLC 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