Retirement plan

PREGIS LLC RETIREMENT AND SAVINGS PLAN

Name: PREGIS LLC - PREGIS LLC RETIREMENT AND SAVINGS PLAN (2017) Form 5500
Creator: PREGIS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREGIS LLC RETIREMENT AND SAVINGS PLAN, PREGIS LLC

PREGIS LLCEIN 20-3103585Plan #001PY 2017

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

Other plans on this EIN

1 filing

#003Retirement-$4.2M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$69.2M

+18.8% from 2016

Total participants

1,324

+5.9% from 2016

Average account balance

$55,649

+9.6% from 2016

Annual return

20.40%

+9.97 pp from 2016

Benchmarks

See 142 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants1,000-4,999

Cohort142 peers

Snapshot2017

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 3 by compensation

Provider	Service type	Compensation
BENESCH FRIEDLANDER COPLAN & ARONO2 years Filed as: BENESCH Service code 29 · EIN 34-6596918	Legal	$47,076
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$31,922
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$23,831

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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$103K

$93 / participant

Investment mgmt$32K31.0%
Other / not subdivided$71K69.0%

% of EOY assets

0.149%

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

$55,649

$117,734-52.7%

$115,752-51.9%

$77,958-28.6%

Participation rate

92.8%

82.0%+10.7pp

77.8%+15.0pp

71.6%+21.1pp

Annual return

20.40%

17.65%+2.7pp

19.41%+1.0pp

20.87%-0.5pp

Employer contribution / active EE

$1,772

$2,736-35.2%

$3,492-49.3%

$2,310-23.3%

Participant deferral / active EE

$4,066

$4,435-8.3%

$5,204-21.9%

$3,537+15.0%

Admin fee / account holder

$83

$75+10.4%

$6,278-98.7%

$97-15.0%

Provider

Service type

Compensation

BENESCH FRIEDLANDER COPLAN & ARONO2 years

Filed as: BENESCH

Service code 29 · EIN 34-6596918

Legal

$47,076

STRATEGIC ADVISORS, INC.3+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$31,922

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$23,831

PREGIS LLC RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREGIS LLC 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