Retirement plan

THE IPEG, INC. SAVINGS PLAN

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

IPEG, INC.EIN 25-1857152Plan #003PY 2019

200 WEST KENSINGER DRIVE, SUITE 100 - CRANBERRY TWP, PA 16066724-584-5500

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$43M

+23.5% from 2018

Total participants

591

+3.1% from 2018

Average account balance

$76,243

+20.9% from 2018

Annual return

22.51%

+28.19 pp from 2018

Benchmarks

See 2,415 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,415 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$49.28M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

626

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.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.84M

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

+10.95%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH5+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$3,875

Plan features & details

Pension benefit codes2E2F2J2T2S3H

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).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$44K

$96 / participant

Other / not subdivided$44K100.0%

% of EOY assets

0.102%

all-in expense ratio

Categories reported

0 / 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: SCHNEIDER DOWNS & CO. INC
Auditor EIN: 251408703
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,243

$73,404+3.9%

$87,103-12.5%

$67,582+12.8%

Participation rate

94.1%

80.9%+13.3pp

76.9%+17.2pp

71.3%+22.8pp

Annual return

22.51%

48.29%-25.8pp

28.19%-5.7pp

378.57%-356.1pp

Employer contribution / active EE

$1,549

$2,014-23.1%

$2,521-38.6%

$2,148-27.9%

Participant deferral / active EE

$4,580

$3,913+17.1%

$4,049+13.1%

$3,539+29.4%

Admin fee / account holder

$78

$142-44.9%

$7,491-99.0%

$142-45.2%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH5+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$3,875

THE IPEG, INC. SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE IPEG, INC. SAVINGS 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