Retirement plan

LOCAL 81134 IUE-CWA 401(K) PLAN

Name: DATWYLER PHARMA PACKAGING USA, INC - LOCAL 81134 IUE-CWA 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, LOCAL 81134 IUE-CWA 401(K) PLAN, DATWYLER PHARMA PACKAGING USA, INC

DATWYLER PHARMA PACKAGING USA, INCEIN 22-2327412Plan #004PY 2020

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

Other plans on this EIN

1 filing

#003Retirement-$12.6M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$6.7M

+16.9% from 2019

Total participants

195

-0.5% from 2019

Average account balance

$34,315

+18.1% from 2019

Annual return

4.17%

-2.92 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

$13.61M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

190

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$922K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$145

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611	Advisory (Plan)	$19,187
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930	Recordkeeping	$4,050

Plan features & details

Pension benefit codes2E3D2G2J2F2T3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$23K

$151 / participant

Investment mgmt$19K82.6%
Contract admin$4K17.4%

% of EOY assets

0.349%

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: THORN, LEWIS & DUNCAN INC.
Auditor EIN: 311122097
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,315

$70,917-51.6%

$98,920-65.3%

$73,497-53.3%

Participation rate

99.4%

73.8%+25.5pp

76.0%+23.3pp

70.7%+28.7pp

Annual return

4.17%

34.18%-30.0pp

196.47%-192.3pp

28.51%-24.3pp

Employer contribution / active EE

$2,956

$2,037+45.1%

$2,689+9.9%

$2,270+30.2%

Participant deferral / active EE

$2,691

$3,501-23.1%

$4,245-36.6%

$3,740-28.0%

Admin fee / account holder

$120

$535-77.6%

$6,643-98.2%

$513-76.7%

Provider

Service type

Compensation

LPL FINANCIAL2 years

Filed as: LPL FINANCIAL RPCP

Service code 27 · EIN 04-3046611

Advisory (Plan)

$19,187

THE VANGUARD GROUP, INC.2 years

Service code 15 · EIN 23-1945930

Recordkeeping

$4,050

LOCAL 81134 IUE-CWA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOCAL 81134 IUE-CWA 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