Retirement plan

CORPORATE MAILINGS INC DBA CCG MARKETING SOLUTIONS

Name: CORPORATE MAILINGS INC - CORPORATE MAILINGS INC DBA CCG MARKETING SOLUTIONS (2016) Form 5500
Creator: CORPORATE MAILINGS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORPORATE MAILINGS INC DBA CCG MARKETING SOLUTIONS, CORPORATE MAILINGS INC

CORPORATE MAILINGS INCdba DBA CORPORATE COMMUNICATIONS GROUPEIN 22-1822024Plan #001PY 2016

14 HENDERSON DRIVE - WEST CALDWELL, NJ 07006973-808-0009

Prospect flagsLow participationCorrective distributions

Top hat statement on fileNQDC

Filed December 17, 1992

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$15.5M

+10.1% from 2015

Total participants

265

-6.0% from 2015

Average account balance

$91,176

+3.0% from 2015

Annual return

8.76%

+7.67 pp from 2015

Benchmarks

See 906 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort906 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.97M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

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.

40.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$756K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$200

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

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Service providers

Top 10 of 14 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC2+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$17,931
ARTISAN PARTNERS2+ years Service code 28 · EIN 30-0551775	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Filed as: FIDELITY FUND Service code 28 · EIN 04-2647786	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Filed as: FIDELITY FUNDS Service code 28	Investment Management	$0
FRANKLIN TEMPLETON2+ years Service code 28	Investment Management	$0
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON FUNDS Service code 28 · EIN 13-2670991	Investment Management	$0
ALGER2+ years Filed as: FRED ALGER FUNDS Service code 28 P.O. BOX 8480 · BOSTON, MA 022668480	Investment Management	$0
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636	Investment Management	$0
PIMCO FUNDS2+ years Filed as: PIMCO FUND Service code 28	Investment Management	$0
PIMCO FUNDS2+ years Service code 28 · EIN 33-0629048	Investment Management	$0

Plan features & details

Pension benefit codes2F2G2J2K3D2T2E

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$18K

$90 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.116%

all-in expense ratio

Categories reported

0 / 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: SOBEL & CO., LLC
Auditor EIN: 221430039
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,176

$32,425+181.2%

$74,577+22.3%

$55,167+65.3%

Participation rate

52.5%

54.0%-1.5pp

68.1%-15.6pp

69.0%-16.5pp

Annual return

8.76%

10.63%-1.9pp

20.47%-11.7pp

169.23%-160.5pp

Employer contribution / active EE

$607

$1,043-41.8%

$2,525-76.0%

$1,963-69.1%

Participant deferral / active EE

$2,378

$1,995+19.2%

$3,458-31.2%

$3,054-22.1%

Admin fee / account holder

$105

$748-85.9%

$4,138-97.5%

$504-79.1%

Provider

Service type

Compensation

T ROWE PRICE RPS INC2+ years

Filed as: T.ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$17,931

ARTISAN PARTNERS2+ years

Service code 28 · EIN 30-0551775

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY FUND

Service code 28 · EIN 04-2647786

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY FUNDS

Service code 28

Investment Management

FRANKLIN TEMPLETON2+ years

Service code 28

Investment Management

FRANKLIN TEMPLETON2+ years

Filed as: FRANKLIN TEMPLETON FUNDS

Service code 28 · EIN 13-2670991

Investment Management

ALGER2+ years

Filed as: FRED ALGER FUNDS

Service code 28

P.O. BOX 8480 · BOSTON, MA 022668480

Investment Management

GOLDMAN SACHS2+ years

Filed as: GOLDMAN SACHS FUNDS

Service code 28 · EIN 13-3575636

Investment Management

PIMCO FUNDS2+ years

Filed as: PIMCO FUND

Service code 28

Investment Management

PIMCO FUNDS2+ years

Service code 28 · EIN 33-0629048

Investment Management

CORPORATE MAILINGS INC DBA CCG MARKETING SOLUTIONS

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORPORATE MAILINGS INC DBA CCG MARKETING SOLUTIONS

Top hat statement on fileNQDC

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