Retirement plan

CORPORATE MAILINGS INC. 401(K) PROFIT SHARING PLAN

Name: CORPORATE MAILINGS INC - CORPORATE MAILINGS INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CORPORATE MAILINGS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORPORATE MAILINGS INC. 401(K) PROFIT SHARING PLAN, CORPORATE MAILINGS INC

CORPORATE MAILINGS INCdba DBA CCG MARKETING SOLUTIONSEIN 22-1822024Plan #001PY 2017

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

Prospect flagsLow participation

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)

$17.7M

+14.1% from 2016

Total participants

281

+6.0% from 2016

Average account balance

$105,924

+16.2% from 2016

Annual return

15.86%

+7.10 pp from 2016

Benchmarks

See 945 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort945 peers

Snapshot2017

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 19 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC3+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$3,726
ALGER1 year Filed as: ALGER FUNDS Service code 28 P.O. BOX 8480 · BOSTON, MA 022668480	Investment Management	$0
AMERICAN CENTURY1 year Service code 28 · EIN 20-0623152	Investment Management	$0
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037	Investment Management	$0
ARTISAN PARTNERS3+ years Service code 28 · EIN 30-0551775	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Filed as: FIDELITY FUND Service code 28 · EIN 04-2647786	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Filed as: FIDELITY FUNDS Service code 28	Investment Management	$0
FRANKLIN TEMPLETON3+ years Service code 28	Investment Management	$0
FRANKLIN TEMPLETON3+ years Filed as: FRANKLIN TEMPLETON FUNDS Service code 28 · EIN 13-2670991	Investment Management	$0
ALGER3+ years Filed as: FRED ALGER FUNDS Service code 28	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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$17 / participant

Contract admin$4K100.0%

% of EOY assets

0.021%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$105,924

$36,767+188.1%

$81,473+30.0%

$62,293+70.0%

Participation rate

47.0%

54.4%-7.5pp

68.0%-21.0pp

69.5%-22.5pp

Annual return

15.86%

173.80%-157.9pp

38.78%-22.9pp

28.90%-13.0pp

Employer contribution / active EE

$569

$1,128-49.6%

$2,568-77.9%

$2,042-72.2%

Participant deferral / active EE

$2,363

$2,111+12.0%

$3,537-33.2%

$3,169-25.4%

Admin fee / account holder

$22

$797-97.2%

$4,561-99.5%

$479-95.3%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3+ years

Filed as: T.ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$3,726

ALGER1 year

Filed as: ALGER FUNDS

Service code 28

P.O. BOX 8480 · BOSTON, MA 022668480

Investment Management

AMERICAN CENTURY1 year

Service code 28 · EIN 20-0623152

Investment Management

AMERICAN FUNDS1 year

Service code 28 · EIN 95-1411037

Investment Management

ARTISAN PARTNERS3+ years

Service code 28 · EIN 30-0551775

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Filed as: FIDELITY FUND

Service code 28 · EIN 04-2647786

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Filed as: FIDELITY FUNDS

Service code 28

Investment Management

FRANKLIN TEMPLETON3+ years

Service code 28

Investment Management

FRANKLIN TEMPLETON3+ years

Filed as: FRANKLIN TEMPLETON FUNDS

Service code 28 · EIN 13-2670991

Investment Management

ALGER3+ years

Filed as: FRED ALGER FUNDS

Service code 28

Investment Management

CORPORATE MAILINGS INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORPORATE MAILINGS INC. 401(K) PROFIT SHARING PLAN

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