Retirement plan

CHICAGO TAG & LABEL 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

Name: CHICAGO TAG & LABEL, INC. - CHICAGO TAG & LABEL 401(K) SAVINGS & RETIREMENT PLAN AND TRUST (2016) Form 5500
Creator: CHICAGO TAG & LABEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHICAGO TAG & LABEL 401(K) SAVINGS & RETIREMENT PLAN AND TRUST, CHICAGO TAG & LABEL, INC.

CHICAGO TAG & LABEL, INC.EIN 36-2253993Plan #001PY 2016

2501 COMMERCE DRIVE - LIBERTYVILLE, IL 60048847-362-5100chicagotag.comLinkedIn51-200 employeesprinting

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$8.2M

No prior year

Total participants

No prior year

Average account balance

$119,222

No prior year

Annual return

4.16%

No prior year

Benchmarks

See 6,045 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort6,045 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.47M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

110.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$651K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+22.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22687

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$105K

$1519 / participant

Other / not subdivided$105K100.0%

% of EOY assets

1.274%

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

$119,222

$58,828+102.7%

$78,002+52.8%

$62,881+89.6%

Participation rate

95.7%

71.1%+24.6pp

75.5%+20.1pp

69.3%+26.3pp

Annual return

4.16%

17.16%-13.0pp

425.99%-421.8pp

20.14%-16.0pp

Employer contribution / active EE

$2,526

$1,672+51.1%

$2,470+2.3%

$2,281+10.8%

Participant deferral / active EE

$4,343

$2,686+61.7%

$3,497+24.2%

$3,203+35.6%

Admin fee / account holder

$1,519

$4,393-65.4%

$5,481-72.3%

$4,296-64.6%

CHICAGO TAG & LABEL 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHICAGO TAG & LABEL 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

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