Retirement plan

GO2 PARTNERS PROFIT SHARING/STOCK OWNERSHIP PLAN

Name: PRINT MANAGEMENT PARTNERS, INC. - GO2 PARTNERS PROFIT SHARING/STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: PRINT MANAGEMENT PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GO2 PARTNERS PROFIT SHARING/STOCK OWNERSHIP PLAN, PRINT MANAGEMENT PARTNERS, INC.

PRINT MANAGEMENT PARTNERS, INC.EIN 36-4053683Plan #001PY 2017

701 LEE STREET, SUITE 1050 - DES PLAINES, IL 60016847-699-2999

Prospect flagsLow returnsLow employer contribution

How to read this page

Total assets (EOY)

$18.8M

+10.1% from 2016

Total participants

137

-9.9% from 2016

Average account balance

$138,420

+19.0% from 2016

Annual return

12.22%

+5.29 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.42M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

208

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.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$88

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
HOLLAND & KNIGHT3+ years Filed as: HOLLAND & KNIGHT, LLP Service code 29 · EIN 59-0663819 201 N. FRANKLIN STREET · TAMPA, FL 33602	Legal	$9,786
MANN ASSOCIATES, INC.3+ years Service code 13 · EIN 36-3801284 155 PFINGSTEN ROAD · DEERFIELD, IL 60015	Contract Administrator	$9,488
SIKICH LLP2 years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168001 13400 BISHOP'S LANE · BROOKFIELD, WI 53005	Accounting	$7,800
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO., Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071	Recordkeeping Fees	$1,175

Plan features & details

Pension benefit codes2E2F2G2J2Q

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.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$28K

$251 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.150%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SIKICH, LLP
Auditor EIN: 363168081
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$138,420

$50,637+173.4%

$86,582+59.9%

$62,293+122.2%

Participation rate

99.1%

67.9%+31.2pp

73.5%+25.6pp

69.5%+29.6pp

Annual return

12.22%

20.80%-8.6pp

965.08%-952.9pp

28.90%-16.7pp

Employer contribution / active EE

$45

$2,075-97.8%

$2,839-98.4%

$2,042-97.8%

Participant deferral / active EE

$6,169

$2,611+136.3%

$3,609+71.0%

$3,169+94.7%

Admin fee / account holder

$207

$413-49.9%

$4,904-95.8%

$479-56.8%

Provider

Service type

Compensation

HOLLAND & KNIGHT3+ years

Filed as: HOLLAND & KNIGHT, LLP

Service code 29 · EIN 59-0663819

201 N. FRANKLIN STREET · TAMPA, FL 33602

Legal

$9,786

MANN ASSOCIATES, INC.3+ years

Service code 13 · EIN 36-3801284

155 PFINGSTEN ROAD · DEERFIELD, IL 60015

Contract Administrator

$9,488

SIKICH LLP2 years

Filed as: SIKICH, LLP

Service code 10 · EIN 36-3168001

13400 BISHOP'S LANE · BROOKFIELD, WI 53005

Accounting

$7,800

AMERICAN FUNDS1 year

Filed as: CAPITAL RESEARCH & MANAGEMENT CO.,

Service code 64 · EIN 95-1411037

333 SOUTH HOPE STREET · LOS ANGELES, CA 90071

Recordkeeping Fees

$1,175

GO2 PARTNERS PROFIT SHARING/STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GO2 PARTNERS PROFIT SHARING/STOCK OWNERSHIP 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