Retirement plan

CREATIVE PROMOTIONAL PRODUCTS, LTD. 401K PLAN

Name: CREATIVE PROMOTIONAL PRODUCTS, LTD. - CREATIVE PROMOTIONAL PRODUCTS, LTD. 401K PLAN (2016) Form 5500
Creator: CREATIVE PROMOTIONAL PRODUCTS, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CREATIVE PROMOTIONAL PRODUCTS, LTD. 401K PLAN, CREATIVE PROMOTIONAL PRODUCTS, LTD.

CREATIVE PROMOTIONAL PRODUCTS, LTD.EIN 36-3981291Plan #001PY 2016

7315 N. MONTICELLO - SKOKIE, IL 60076847-677-4800cpapparel.comLinkedIn1-10 employeesmarketing and advertising

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$299K

+14.2% from 2015

Total participants

+10.0% from 2015

Average account balance

$23,029

-3.4% from 2015

Annual return

6.19%

+3.98 pp from 2015

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$401K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$463

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

+22.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$808

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 codes2E2J2F2G3D

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.
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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$245

$14 / participant

Other / not subdivided$245100.0%

% of EOY assets

0.082%

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

$23,029

$105,623-78.2%

$87,502-73.7%

$273,972-91.6%

Participation rate

47.1%

78.2%-31.1pp

73.8%-26.8pp

83.0%-36.0pp

Annual return

6.19%

12.26%-6.1pp

12.21%-6.0pp

41.46%-35.3pp

Employer contribution / active EE

$3,141-100.0%

$2,550-100.0%

$4,869-100.0%

Participant deferral / active EE

$1,236

$3,601-65.7%

$3,149-60.8%

$5,287-76.6%

Admin fee / account holder

$19

$4,781-99.6%

$4,221-99.6%

$10,133-99.8%

CREATIVE PROMOTIONAL PRODUCTS, LTD. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CREATIVE PROMOTIONAL PRODUCTS, LTD. 401K PLAN

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