Retirement plan

CORPORATE PROMOTIONAL PRODUCTS, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Name: CORPORATE PROMOTIONAL PRODUCTS, INC - CORPORATE PROMOTIONAL PRODUCTS, INC. CASH OR DEFERRED PROFIT SHARING PLAN (2017) Form 5500
Creator: CORPORATE PROMOTIONAL PRODUCTS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORPORATE PROMOTIONAL PRODUCTS, INC. CASH OR DEFERRED PROFIT SHARING PLAN, CORPORATE PROMOTIONAL PRODUCTS, INC

CORPORATE PROMOTIONAL PRODUCTS, INCEIN 27-1909783Plan #001PY 2017

35000 CHARDON RD SUITE #110 - WILLOUGHBY HILLS, OH 44094440-918-9111

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$771K

+3.3% from 2016

Total participants

-10.5% from 2016

Average account balance

$45,350

+15.5% from 2016

Annual return

11.37%

+5.79 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$467K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26

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 codes2E2F2G2J2T3D

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.

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

$127K

$21241 / participant

Other / not subdivided$127K100.0%

% of EOY assets

16.531%

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

$45,350

$144,130-68.5%

$117,861-61.5%

$147,586-69.3%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

11.37%

531.20%-519.8pp

335.11%-323.7pp

578.59%-567.2pp

Employer contribution / active EE

$1,214

$4,897-75.2%

$3,786-67.9%

$4,876-75.1%

Participant deferral / active EE

$2,194

$5,316-58.7%

$4,482-51.1%

$5,439-59.7%

Admin fee / account holder

$7,497

$10,887-31.1%

$8,021-6.5%

$10,886-31.1%

CORPORATE PROMOTIONAL PRODUCTS, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORPORATE PROMOTIONAL PRODUCTS, INC. CASH OR DEFERRED PROFIT SHARING 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