Retirement plan

FCG, INC. RETIREMENT SAVINGS PLAN

Name: FLEXIBLE CIRCUITS, INC. - FCG, INC. RETIREMENT SAVINGS PLAN (2019) Form 5500
Creator: FLEXIBLE CIRCUITS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FCG, INC. RETIREMENT SAVINGS PLAN, FLEXIBLE CIRCUITS, INC.

FLEXIBLE CIRCUITS, INC.EIN 23-1618302Plan #001PY 2019

222 VALLEY ROAD - WARRINGTON, PA 18976215-343-2300flexiblecircuits.netLinkedIn51-200 employeesconsumer goods

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$9.2M

+19.6% from 2018

Total participants

149

+4.9% from 2018

Average account balance

$82,459

+11.1% from 2018

Annual return

23.09%

+26.94 pp from 2018

Benchmarks

See 4,277 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,277 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.43M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

166

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$710K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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 3 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.1 year Filed as: NEWPORTGROUP, INC. Service code 52 · EIN 27-2037969	Indirect Investment Fees	$0
PNC BANK, N.A.5+ years Service code 52 · EIN 22-1146430	Indirect Investment Fees	$0
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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: MAYER HOFFMAN MCCANN PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,459

$65,376+26.1%

$87,104-5.3%

$65,185+26.5%

Participation rate

71.5%

75.3%-3.8pp

76.9%-5.3pp

70.2%+1.3pp

Annual return

23.09%

31.27%-8.2pp

28.19%-5.1pp

29.38%-6.3pp

Employer contribution / active EE

$254

$1,822-86.1%

$2,521-89.9%

$2,177-88.3%

Participant deferral / active EE

$2,761

$3,388-18.5%

$4,048-31.8%

$3,514-21.4%

Admin fee / account holder

$520-100.0%

$7,491-100.0%

$847-100.0%

Provider

Service type

Compensation

NEWPORT GROUP, INC.1 year

Filed as: NEWPORTGROUP, INC.

Service code 52 · EIN 27-2037969

Indirect Investment Fees

PNC BANK, N.A.5+ years

Service code 52 · EIN 22-1146430

Indirect Investment Fees

PNC BANK, N.A.5+ years

Filed as: PNC BANK, NATIONAL ASSOCIATION

Service code 52

Indirect Investment Fees

FCG, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FCG, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion