Retirement plan

PHARMACEUTICAL MANUFACTURING 401K PROFIT SHARING PLAN & TRUST PLAN

Name: PHARMACEUTICAL MANUFACTURING - PHARMACEUTICAL MANUFACTURING 401K PROFIT SHARING PLAN & TRUST PLAN (2020) Form 5500
Creator: PHARMACEUTICAL MANUFACTURING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHARMACEUTICAL MANUFACTURING 401K PROFIT SHARING PLAN & TRUST PLAN, PHARMACEUTICAL MANUFACTURING

PHARMACEUTICAL MANUFACTURINGEIN 23-2779396Plan #001PY 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$15M

+15.0% from 2019

Total participants

+6.7% from 2019

Average account balance

$237,995

+5.9% from 2019

Annual return

13.34%

-9.66 pp from 2019

Benchmarks

See 26,422 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,422 peers

Snapshot2020

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

$503K

$12887 / participant

Other / not subdivided$503K100.0%

% of EOY assets

3.352%

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

$237,995

$98,766+141.0%

$149,730+58.9%

$79,852+198.0%

Participation rate

97.4%

75.8%+21.7pp

82.5%+15.0pp

69.6%+27.8pp

Annual return

13.34%

27.43%-14.1pp

276.70%-263.4pp

31.72%-18.4pp

Employer contribution / active EE

$8,938

$3,217+177.8%

$4,645+92.4%

$2,471+261.7%

Participant deferral / active EE

$9,104

$5,681+60.3%

$6,843+33.1%

$3,740+143.4%

Admin fee / account holder

$7,978

$6,052+31.8%

$9,310-14.3%

$5,306+50.3%

PHARMACEUTICAL MANUFACTURING 401K PROFIT SHARING PLAN & TRUST PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHARMACEUTICAL MANUFACTURING 401K PROFIT SHARING PLAN & TRUST 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