Retirement plan

EMPLOYEES' SAVINGS, PROFIT SHARING AND RETIREMENT PLAN OF WARWICK PUBLISHING COMPANY

Name: WARWICK PUBLISHING COMPANY - EMPLOYEES' SAVINGS, PROFIT SHARING AND RETIREMENT PLAN OF WARWICK PUBLISHING COMPANY (2015) Form 5500
Creator: WARWICK PUBLISHING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEES' SAVINGS, PROFIT SHARING AND RETIREMENT PLAN OF WARWICK PUBLISHING COMPANY, WARWICK PUBLISHING COMPANY

WARWICK PUBLISHING COMPANYEIN 36-0915030Plan #001PY 2015

2601 EAST MAIN STREET - ST. CHARLES, IL 60174630-584-3871warwickfreesample.comLinkedIn51-200 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.6M

No prior year

Total participants

No prior year

Average account balance

$72,549

No prior year

Annual return

-2.24%

No prior year

Benchmarks

See 5,562 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,562 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.21M

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

89.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$234K

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

+17.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9796

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$223K

$3184 / participant

Other / not subdivided$223K100.0%

% of EOY assets

3.990%

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

$72,549

$54,380+33.4%

$68,509+5.9%

$59,633+21.7%

Participation rate

97.1%

70.2%+27.0pp

74.7%+22.4pp

68.7%+28.5pp

Annual return

-2.24%

2.83%-5.1pp

8.27%-10.5pp

2041.45%-2043.7pp

Employer contribution / active EE

$743

$1,539-51.7%

$2,278-67.4%

$2,203-66.3%

Participant deferral / active EE

$3,127

$2,643+18.3%

$3,382-7.6%

$3,192-2.0%

Admin fee / account holder

$2,895

$3,885-25.5%

$5,275-45.1%

$4,297-32.6%

EMPLOYEES' SAVINGS, PROFIT SHARING AND RETIREMENT PLAN OF WARWICK PUBLISHING COMPANY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEES' SAVINGS, PROFIT SHARING AND RETIREMENT PLAN OF WARWICK PUBLISHING COMPANY

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