Retirement plan

COMPUTER HELPER PUBLISHING 401(K) PROFIT SHARING PLAN

Name: COMPUTER HELPER PUBLISHING - COMPUTER HELPER PUBLISHING 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: COMPUTER HELPER PUBLISHING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPUTER HELPER PUBLISHING 401(K) PROFIT SHARING PLAN, COMPUTER HELPER PUBLISHING

COMPUTER HELPER PUBLISHINGEIN 31-1215149Plan #001PY 2018

450 BEECHER ROAD - GAHANNA, OH 43230614-939-9094churchwindows.comLinkedIn11-50 employeescomputer software

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$2.1M

-2.8% from 2017

Total participants

+3.8% from 2017

Average account balance

$86,074

+1.3% from 2017

Annual return

-4.73%

-21.67 pp from 2017

Benchmarks

See 2,968 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,968 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.19M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

86.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2964

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 codes2E2F2G2J3D

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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$37K

$1358 / participant

Other / not subdivided$37K100.0%

% of EOY assets

1.774%

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

$86,074

$58,587+46.9%

$83,322+3.3%

$64,173+34.1%

Participation rate

88.9%

72.0%+16.9pp

77.8%+11.1pp

69.6%+19.3pp

Annual return

-4.73%

9.65%-14.4pp

10.64%-15.4pp

7.63%-12.4pp

Employer contribution / active EE

$2,098-100.0%

$3,379-100.0%

$2,381-100.0%

Participant deferral / active EE

$2,902

$4,654-37.7%

$5,565-47.9%

$3,470-16.4%

Admin fee / account holder

$1,527

$9,279-83.5%

$7,540-79.7%

$4,887-68.7%

COMPUTER HELPER PUBLISHING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPUTER HELPER PUBLISHING 401(K) 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