Retirement plan

EAGLE MEDICAL PACKAGING STERILIZATION INC.

Name: EAGLE MEDICAL PACKAGING STERILIZATION INC. - EAGLE MEDICAL PACKAGING STERILIZATION INC. (2016) Form 5500
Creator: EAGLE MEDICAL PACKAGING STERILIZATION INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAGLE MEDICAL PACKAGING STERILIZATION INC., EAGLE MEDICAL PACKAGING STERILIZATION INC.

EAGLE MEDICAL PACKAGING STERILIZATION INC.EIN 20-8155336Plan #001PY 2016

2921 UNION ROAD, P.O. BOX 1228 - PASO ROBLES, CA 93447805-238-7401

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$679K

+45.6% from 2015

Total participants

+11.8% from 2015

Average account balance

$42,443

+27.4% from 2015

Annual return

9.09%

+13.58 pp from 2015

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.35M

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$416K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6064

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

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

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 codes2G2J3D

Plan features

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

0 tripped

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

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,443

$88,707-52.2%

$74,184-42.8%

$273,972-84.5%

Participation rate

83.3%

79.4%+3.9pp

76.6%+6.7pp

83.0%+0.3pp

Annual return

9.09%

11.94%-2.8pp

17.74%-8.6pp

41.46%-32.4pp

Employer contribution / active EE

$1,668

$3,159-47.2%

$2,370-29.6%

$4,869-65.7%

Participant deferral / active EE

$7,792

$4,212+85.0%

$3,550+119.5%

$5,287+47.4%

Admin fee / account holder

$8,717-100.0%

$5,586-100.0%

$10,133-100.0%

EAGLE MEDICAL PACKAGING STERILIZATION INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EAGLE MEDICAL PACKAGING STERILIZATION INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion