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 (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.9M

+20.0% from 2016

Total participants

+2.8% from 2016

Average account balance

$145,116

+21.7% from 2016

Annual return

14.41%

+10.25 pp from 2016

Benchmarks

See 5,958 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,958 peers

Snapshot2017

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

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

$107K

$1510 / participant

Other / not subdivided$107K100.0%

% of EOY assets

1.087%

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

$145,116

$67,411+115.3%

$91,004+59.5%

$70,124+106.9%

Participation rate

91.5%

71.4%+20.2pp

75.6%+15.9pp

69.5%+22.0pp

Annual return

14.41%

-40.16%+54.6pp

4.60%+9.8pp

73.14%-58.7pp

Employer contribution / active EE

$2,465

$1,786+38.0%

$2,456+0.4%

$2,342+5.2%

Participant deferral / active EE

$4,860

$2,823+72.2%

$3,548+37.0%

$3,332+45.9%

Admin fee / account holder

$1,577

$4,236-62.8%

$5,417-70.9%

$4,645-66.1%

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