Retirement plan

DATWYLER PHARMA PACKAGING USA INC 401(K) PLAN

Name: DATWYLER PHARMA PACKAGING USA, INC. - DATWYLER PHARMA PACKAGING USA INC 401(K) PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#004Retirement-$6.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.6M

+21.8% from 2019

Total participants

206

+35.5% from 2019

Average account balance

$61,210

-14.9% from 2019

Annual return

17.09%

-8.59 pp from 2019

Benchmarks

See 1,894 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,894 peers

Snapshot2020

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

Top 2 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611	Advisory (Plan)	$35,089
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930	Recordkeeping	$1,680

Plan features & details

Pension benefit codes2E3D2G2J2F2T3F

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$37K

$250 / participant

Investment mgmt$35K95.4%
Contract admin$2K4.6%

% of EOY assets

0.292%

all-in expense ratio

Categories reported

2 / 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: BARNES DENNING & CO., LTD.
Auditor EIN: 311119890
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,210

$70,917-13.7%

$98,920-38.1%

$73,497-16.7%

Participation rate

100.0%

73.8%+26.2pp

76.0%+24.0pp

70.7%+29.3pp

Annual return

17.09%

34.18%-17.1pp

196.47%-179.4pp

28.51%-11.4pp

Employer contribution / active EE

$6,995

$2,037+243.4%

$2,689+160.1%

$2,270+208.1%

Participant deferral / active EE

$4,867

$3,501+39.0%

$4,245+14.7%

$3,740+30.1%

Admin fee / account holder

$178

$535-66.6%

$6,643-97.3%

$513-65.2%

Provider

Service type

Compensation

LPL FINANCIAL1 year

Filed as: LPL FINANCIAL RPCP

Service code 27 · EIN 04-3046611

Advisory (Plan)

$35,089

THE VANGUARD GROUP, INC.1 year

Service code 15 · EIN 23-1945930

Recordkeeping

$1,680

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