Retirement plan

PREGIS LLC RETIREMENT AND SAVINGS PLAN

Name: PREGIS LLC - PREGIS LLC RETIREMENT AND SAVINGS PLAN (2018) 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 2018

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

Other plans on this EIN

1 filing

#003Retirement-$4.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$96.1M

+38.8% from 2017

Total participants

2,020

+52.6% from 2017

Average account balance

$51,787

-6.9% from 2017

Annual return

36.26%

+15.86 pp from 2017

Benchmarks

See 143 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants1,000-4,999

Cohort143 peers

Snapshot2018

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
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$28,826
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$28,424
BENESCH FRIEDLANDER COPLAN & ARONO3 years Filed as: BENESCH Service code 29 · EIN 34-6596918	Legal	$26,307

Plan features & details

Pension benefit codes2F2G2J2T3D3H2E

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$84K

$49 / participant

Investment mgmt$28K34.0%
Other / not subdivided$55K66.0%

% of EOY assets

0.087%

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

$51,787

$118,101-56.1%

$106,387-51.3%

$75,289-31.2%

Participation rate

90.3%

81.4%+8.9pp

77.5%+12.9pp

72.4%+17.9pp

Annual return

36.26%

-2.42%+38.7pp

0.25%+36.0pp

-0.04%+36.3pp

Employer contribution / active EE

$1,554

$2,880-46.0%

$3,520-55.8%

$2,405-35.4%

Participant deferral / active EE

$3,517

$4,681-24.9%

$5,421-35.1%

$3,739-5.9%

Admin fee / account holder

$45

$85-46.7%

$7,510-99.4%

$102-56.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$28,826

STRATEGIC ADVISORS, INC.4+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$28,424

BENESCH FRIEDLANDER COPLAN & ARONO3 years

Filed as: BENESCH

Service code 29 · EIN 34-6596918

Legal

$26,307

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