Retirement plan

OHLINGER PUBLISHING SERVICES 401(K) PLAN

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

OHLINGER PUBLISHING SERVICESEIN 31-1773884Plan #001PY 2018

28 W. HENDERSON ROAD - COLUMBUS, OH 43214614-261-5360linkedin.com/pub/monica-ohlinger/3/a45/340LinkedIn1-10 employeespublishing

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$965K

No prior year

Total participants

No prior year

Average account balance

$16,637

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.10M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

155.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$218K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24914

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$26 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.162%

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

$16,637

$77,816-78.6%

$123,549-86.5%

$64,181-74.1%

Participation rate

93.4%

74.7%+18.7pp

82.3%+11.1pp

69.6%+23.9pp

Annual return

0.00%

12.49%-12.5pp

119.20%-119.2pp

7.63%-7.6pp

Employer contribution / active EE

$3,722

$3,014+23.5%

$4,628-19.6%

$2,381+56.3%

Participant deferral / active EE

$5,569

$5,240+6.3%

$6,426-13.3%

$3,470+60.5%

Admin fee / account holder

$27

$5,519-99.5%

$9,284-99.7%

$4,887-99.4%

OHLINGER PUBLISHING SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OHLINGER PUBLISHING SERVICES 401(K) 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