Retirement plan

PHARMACEUTICAL MANUFACTURING 401K PROFIT SHARING P PLAN & TRUST PLAN & TRUST

Name: PHARMACEUTICAL MANUFACTURING - PHARMACEUTICAL MANUFACTURING 401K PROFIT SHARING P PLAN & TRUST PLAN & TRUST (2019) Form 5500
Creator: PHARMACEUTICAL MANUFACTURING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHARMACEUTICAL MANUFACTURING 401K PROFIT SHARING P PLAN & TRUST PLAN & TRUST, PHARMACEUTICAL MANUFACTURING

PHARMACEUTICAL MANUFACTURINGEIN 23-2779396Plan #001PY 2019

202 PRECISION DRIVE - HORSHAM, PA 19044267-960-3300

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13M

+20.0% from 2018

Total participants

+3.4% from 2018

Average account balance

$224,779

+17.9% from 2018

Annual return

23.00%

+29.33 pp from 2018

Benchmarks

See 25,911 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,911 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.71M

Not enough data

1 years with asset history on file

Average account balance

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

$416K

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.

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.

204.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$809K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+14.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6778

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 codes2E2G2J3D2F3F

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$28739 / participant

Other / not subdivided$1M100.0%

% of EOY assets

8.597%

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

$224,779

$89,367+151.5%

$141,191+59.2%

$72,975+208.0%

Participation rate

94.9%

75.1%+19.7pp

82.5%+12.4pp

69.5%+25.4pp

Annual return

23.00%

111.87%-88.9pp

71.41%-48.4pp

81.01%-58.0pp

Employer contribution / active EE

$9,679

$3,115+210.7%

$4,736+104.4%

$2,440+296.7%

Participant deferral / active EE

$10,211

$5,419+88.4%

$6,710+52.2%

$3,608+183.0%

Admin fee / account holder

$19,324

$5,957+224.4%

$10,264+88.3%

$5,124+277.1%

PHARMACEUTICAL MANUFACTURING 401K PROFIT SHARING P PLAN & TRUST PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHARMACEUTICAL MANUFACTURING 401K PROFIT SHARING P PLAN & TRUST PLAN & TRUST

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