Retirement plan

GO2 PARTNERS PROFIT SHARING/STOCK OWNERSHIP PLAN

Name: PRINT MANAGEMENT PARTNERS, INC. - GO2 PARTNERS PROFIT SHARING/STOCK OWNERSHIP PLAN (2020) 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 2020

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$23M

+13.1% from 2019

Total participants

167

-4.0% from 2019

Average account balance

$138,838

+17.2% from 2019

Annual return

10.61%

-9.78 pp from 2019

Benchmarks

See 1,687 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,687 peers

Snapshot2020

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 2 by compensation

Provider	Service type	Compensation
SIKICH LLP1 year Service code 10 · EIN 36-3168081 13400 BISHOP'S LANE · BROOKFIELD, WI 53005	Accounting	$3,720
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$1,125

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$33 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.021%

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

$138,838

$66,124+110.0%

$90,430+53.5%

$73,493+88.9%

Participation rate

99.3%

69.7%+29.6pp

72.7%+26.6pp

70.7%+28.6pp

Annual return

10.61%

17.65%-7.0pp

1293.73%-1283.1pp

28.51%-17.9pp

Employer contribution / active EE

$3,789

$2,346+61.5%

$3,262+16.2%

$2,270+66.9%

Participant deferral / active EE

$6,600

$3,039+117.2%

$3,963+66.6%

$3,740+76.5%

Admin fee / account holder

$29

$396-92.6%

$5,613-99.5%

$513-94.3%

Provider

Service type

Compensation

SIKICH LLP1 year

Service code 10 · EIN 36-3168081

13400 BISHOP'S LANE · BROOKFIELD, WI 53005

Accounting

$3,720

AMERICAN FUNDS1 year

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 64 · EIN 95-1411037

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$1,125

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