Retirement plan

ANACOMP, INC. 401(K) PLAN

Name: ANACOMP, INC. - ANACOMP, INC. 401(K) PLAN (2017) Form 5500
Creator: ANACOMP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANACOMP, INC. 401(K) PLAN, ANACOMP, INC.

ANACOMP, INC.EIN 35-1144230Plan #003PY 2017

1935 AVENIDA DEL ORO, SUITE E - OCEANSIDE, CA 20151760-666-4541anacomp.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsLow participationLow employer contribution

Top hat statement on fileNQDC

Filed April 23, 2008 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$22.3M

+3.0% from 2016

Total participants

359

-23.8% from 2016

Average account balance

$77,726

+48.2% from 2016

Annual return

12.56%

+12.27 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.51M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

157

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.

30.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

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

+10.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$477

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 401 S. TRYON ST 11TH FL · CHARLOTTE, NC 28081	Advisory (Plan)	$24,989
JGD & ASSOCIATES LLP1 year Filed as: JGD & ASSOCIATES, LLP Service code 10 5355 MIRA SORRENTO PLACE, STE 700 · SAN DIEGO, CA 921213825	Accounting	$22,250
SAN DIEGO PENSION CONSULTANTS1 year Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111	Contract Administrator	$20,345
GREAT-WEST LIFE & ANNUITY INSURANCE2+ years Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,870
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$10

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

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.
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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$74K

$809 / participant

Investment mgmt$27K36.1%
Contract admin$20K27.3%
Other / not subdivided$27K36.6%

% of EOY assets

0.334%

all-in expense ratio

Categories reported

2 / 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: JGD & ASSOCIATES, LLP
Auditor EIN: 953132551
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,726

$53,128+46.3%

$86,582-10.2%

$70,126+10.8%

Participation rate

21.7%

65.3%-43.6pp

73.5%-51.8pp

69.5%-47.8pp

Annual return

12.56%

27.66%-15.1pp

965.08%-952.5pp

73.15%-60.6pp

Employer contribution / active EE

$2,068-100.0%

$2,839-100.0%

$2,343-100.0%

Participant deferral / active EE

$1,239

$2,695-54.0%

$3,609-65.7%

$3,332-62.8%

Admin fee / account holder

$259

$3,584-92.8%

$4,904-94.7%

$4,645-94.4%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.2+ years

Filed as: WELLS FARGO ADVISORS

Service code 27

401 S. TRYON ST 11TH FL · CHARLOTTE, NC 28081

Advisory (Plan)

$24,989

JGD & ASSOCIATES LLP1 year

Filed as: JGD & ASSOCIATES, LLP

Service code 10

5355 MIRA SORRENTO PLACE, STE 700 · SAN DIEGO, CA 921213825

Accounting

$22,250

SAN DIEGO PENSION CONSULTANTS1 year

Filed as: SAN DIEGO PENSION CONSULTANTS, INC.

Service code 13 · EIN 33-0461574

5628 COPLEY DRIVE · SAN DIEGO, CA 92111

Contract Administrator

$20,345

GREAT-WEST LIFE & ANNUITY INSURANCE2+ years

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,870

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER RETIREMENT ADVISORY SERVICE

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$10

ANACOMP, INC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANACOMP, INC. 401(K) PLAN

Top hat statement on fileNQDC

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