Retirement plan

GO2 PARTNERS PROFIT SHARING/STOCK OWNERSHIP PLAN

Name: PRINT MANAGEMENT PARTNERS, INC. - GO2 PARTNERS PROFIT SHARING/STOCK OWNERSHIP PLAN (2018) 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 2018

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

Prospect flagsLow employer contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$17.1M

-9.3% from 2017

Total participants

190

+38.7% from 2017

Average account balance

$95,875

-30.7% from 2017

Annual return

-1.54%

-13.76 pp from 2017

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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 1 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO., Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071	Recordkeeping Fees	$850

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.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$850

$6 / participant

Other / not subdivided$850100.0%

% of EOY assets

0.005%

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

$95,875

$44,873+113.7%

$79,466+20.6%

$56,287+70.3%

Participation rate

92.2%

68.7%+23.4pp

73.3%+18.8pp

69.9%+22.3pp

Annual return

-1.54%

0.81%-2.4pp

718.28%-719.8pp

-9.96%+8.4pp

Employer contribution / active EE

$29

$2,140-98.7%

$2,800-99.0%

$2,111-98.6%

Participant deferral / active EE

$5,372

$2,746+95.6%

$3,704+45.0%

$3,350+60.4%

Admin fee / account holder

$418-98.9%

$5,104-99.9%

$521-99.1%

Provider

Service type

Compensation

AMERICAN FUNDS2 years

Filed as: CAPITAL RESEARCH & MANAGEMENT CO.,

Service code 64 · EIN 95-1411037

333 SOUTH HOPE STREET · LOS ANGELES, CA 90071

Recordkeeping Fees

$850

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