Retirement plan

PREGIS CORPORATION RETIREMENT AND SAVINGS PLAN

Name: PREGIS CORPORATION - PREGIS CORPORATION RETIREMENT AND SAVINGS PLAN (2015) Form 5500
Creator: PREGIS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREGIS CORPORATION RETIREMENT AND SAVINGS PLAN, PREGIS CORPORATION

PREGIS CORPORATIONEIN 20-3103585Plan #001PY 2015

1650 LAKE COOK ROAD - DEERFIELD, IL 60015847-597-2200pregis.comLinkedIn1001-5000 employeespackaging and containers

Other plans on this EIN

1 filing

#003Retirement-$2.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$51M

No prior year

Total participants

1,063

No prior year

Average account balance

$51,541

No prior year

Annual return

0.23%

No prior year

Benchmarks

See 227 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants250-999

Cohort227 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$185.07M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

3,144

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.

86.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$88

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 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$17,081
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$16,996

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$34K

$39 / participant

Investment mgmt$17K49.8%
Other / not subdivided$17K50.2%

% of EOY assets

0.067%

all-in expense ratio

Categories reported

1 / 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: LEGACY PROFESSIONALS LLP
Auditor EIN: 320043599
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,541

$57,435-10.3%

$105,218-51.0%

$55,191-6.6%

Participation rate

91.7%

71.3%+20.4pp

77.2%+14.5pp

69.2%+22.6pp

Annual return

0.23%

2.97%-2.7pp

5.33%-5.1pp

10.78%-10.6pp

Employer contribution / active EE

$1,651

$1,920-14.0%

$3,255-49.3%

$1,899-13.0%

Participant deferral / active EE

$4,040

$3,495+15.6%

$4,867-17.0%

$3,046+32.6%

Admin fee / account holder

$34

$70-51.0%

$6,992-99.5%

$91-62.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$17,081

STRATEGIC ADVISORS, INC.1+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$16,996

PREGIS CORPORATION RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREGIS CORPORATION RETIREMENT AND SAVINGS 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