Retirement plan

DATWYLER PHARMA PACKAGING USA INC 401(K) PLAN

Name: DATWYLER PHARMA PACKAGING USA, INC. - DATWYLER PHARMA PACKAGING USA INC 401(K) PLAN (2018) Form 5500
Creator: DATWYLER PHARMA PACKAGING USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DATWYLER PHARMA PACKAGING USA INC 401(K) PLAN, DATWYLER PHARMA PACKAGING USA, INC.

DATWYLER PHARMA PACKAGING USA, INC.EIN 22-2327412Plan #003PY 2018

9012 PENNSAUKEN HIGHWAY - PENNSAUKEN, NJ 08110856-663-2202LinkedIn51-200 employeesplastics

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$7.3M

+112.7% from 2017

Total participants

110

+44.7% from 2017

Average account balance

$69,454

+19.5% from 2017

Annual return

87.27%

+62.00 pp from 2017

Benchmarks

See 5,892 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,892 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$103K

$1112 / participant

Other / not subdivided$103K100.0%

% of EOY assets

1.418%

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

$69,454

$61,660+12.6%

$80,022-13.2%

$64,173+8.2%

Participation rate

94.6%

71.7%+22.9pp

75.8%+18.8pp

69.6%+25.1pp

Annual return

87.27%

-0.33%+87.6pp

11.22%+76.0pp

7.63%+79.6pp

Employer contribution / active EE

$4,667

$1,810+157.8%

$2,468+89.1%

$2,381+96.0%

Participant deferral / active EE

$5,463

$2,968+84.1%

$3,686+48.2%

$3,470+57.4%

Admin fee / account holder

$985

$5,417-81.8%

$6,521-84.9%

$4,887-79.9%

DATWYLER PHARMA PACKAGING USA INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DATWYLER PHARMA PACKAGING USA INC 401(K) 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