Retirement plan

NORTH SHORE PRINTERS, INC. EMPLOYEE RETIREMENT PLAN & TRUST

Name: NORTH SHORE PRINTERS, INC. - NORTH SHORE PRINTERS, INC. EMPLOYEE RETIREMENT PLAN & TRUST (2020) Form 5500
Creator: NORTH SHORE PRINTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH SHORE PRINTERS, INC. EMPLOYEE RETIREMENT PLAN & TRUST, NORTH SHORE PRINTERS, INC.

NORTH SHORE PRINTERS, INC.EIN 36-1559100Plan #004PY 2020

535 S. SHERIDAN ROAD - WAUKEGAN, IL 60085847-623-0037

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.9M

+20.2% from 2019

Total participants

+33.3% from 2019

Average account balance

$720,384

-9.8% from 2019

Annual return

18.40%

-8.91 pp from 2019

Benchmarks

See 8,252 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,252 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.23M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6479

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$720,384

$118,708+506.9%

$98,920+628.2%

$158,982+353.1%

Participation rate

100.0%

77.8%+22.2pp

76.0%+24.0pp

82.0%+18.0pp

Annual return

18.40%

372.49%-354.1pp

196.47%-178.1pp

302.99%-284.6pp

Employer contribution / active EE

$8,543

$3,334+156.2%

$2,689+217.7%

$4,763+79.4%

Participant deferral / active EE

$6,181

$5,089+21.4%

$4,245+45.6%

$5,983+3.3%

Admin fee / account holder

$10,134-100.0%

$6,643-100.0%

$11,252-100.0%

NORTH SHORE PRINTERS, INC. EMPLOYEE RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NORTH SHORE PRINTERS, INC. EMPLOYEE RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion