Retirement plan

WHITE EAGLE PRINTING CO., INC PROFIT SHARING PLAN

Name: WHITE EAGLE PRINTING CO., INC. - WHITE EAGLE PRINTING CO., INC PROFIT SHARING PLAN (2017) Form 5500
Creator: WHITE EAGLE PRINTING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHITE EAGLE PRINTING CO., INC PROFIT SHARING PLAN, WHITE EAGLE PRINTING CO., INC.

WHITE EAGLE PRINTING CO., INC.EIN 21-0665689Plan #001PY 2017

2550 KUSER ROAD - HAMILTON, NJ 08650609-586-2032whiteeagleprinting.comLinkedIn1-10 employees

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$827K

+8.3% from 2016

Total participants

+5.0% from 2016

Average account balance

$45,918

+8.3% from 2016

Annual return

9.89%

+0.70 pp from 2016

Benchmarks

See 8,098 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,098 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$707K

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+10.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1952

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 codes2E3D2G2J2F2T

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

2 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$24K

$2181 / participant

Other / not subdivided$24K100.0%

% of EOY assets

2.902%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,918

$104,251-56.0%

$91,004-49.5%

$147,586-68.9%

Participation rate

72.7%

78.2%-5.5pp

75.6%-2.9pp

82.8%-10.1pp

Annual return

9.89%

27.06%-17.2pp

4.60%+5.3pp

578.59%-568.7pp

Employer contribution / active EE

$3,116-100.0%

$2,456-100.0%

$4,876-100.0%

Participant deferral / active EE

$1,023

$4,195-75.6%

$3,548-71.2%

$5,439-81.2%

Admin fee / account holder

$1,333

$8,948-85.1%

$5,417-75.4%

$10,886-87.8%

WHITE EAGLE PRINTING CO., INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHITE EAGLE PRINTING CO., INC 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