Retirement plan

INTEGRA PRINT & DATA SERVICES, INC. 401(K) PROFIT SHARING PLAN

Name: INTEGRA PRINT & DATA SERVICES, INC. - INTEGRA PRINT & DATA SERVICES, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: INTEGRA PRINT & DATA SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRA PRINT & DATA SERVICES, INC. 401(K) PROFIT SHARING PLAN, INTEGRA PRINT & DATA SERVICES, INC.

INTEGRA PRINT & DATA SERVICES, INC.EIN 20-2658766Plan #001PY 2016

940 NORTH MILWAUKEE AVENUE - LIBERTYVILLE, IL 60048708-337-6265LinkedIn1-10 employeesprinting

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$41K

-66.3% from 2015

Total participants

-50.0% from 2015

Average account balance

$41,388

-32.6% from 2015

Annual return

1.78%

+1.63 pp from 2015

Benchmarks

See 8,145 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,145 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$94K

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$304

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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$99K

$98579 / participant

Other / not subdivided$99K100.0%

% of EOY assets

238.183%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,388

$99,079-58.2%

$77,999-46.9%

$273,961-84.9%

Participation rate

100.0%

78.6%+21.4pp

75.5%+24.5pp

83.0%+17.0pp

Annual return

1.78%

217.93%-216.1pp

425.96%-424.2pp

41.45%-39.7pp

Employer contribution / active EE

$3,308-100.0%

$2,470-100.0%

$4,869-100.0%

Participant deferral / active EE

$15,000

$4,306+248.3%

$3,497+329.0%

$5,287+183.7%

Admin fee / account holder

$98,579

$8,954+1001.0%

$5,480+1698.7%

$10,132+873.0%

INTEGRA PRINT & DATA SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRA PRINT & DATA SERVICES, INC. 401(K) 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