Retirement plan

NATIONAL ENGRAVERS 401(K) PLAN

Name: NATIONAL ENGRAVERS, INC. - NATIONAL ENGRAVERS 401(K) PLAN (2021) Form 5500
Creator: NATIONAL ENGRAVERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ENGRAVERS 401(K) PLAN, NATIONAL ENGRAVERS, INC.

NATIONAL ENGRAVERS, INC.EIN 36-4176809Plan #001PY 2021

3985 COMMERCE DRIVE - ST.CHARLES, IL 60174630-639-5000nationalengraversinc.comLinkedIn51-200 employeesconsumer goods

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$477K

+70.5% from 2020

Total participants

+15.2% from 2020

Average account balance

$13,620

-7.5% from 2020

Annual return

17.48%

+3.56 pp from 2020

Benchmarks

See 14,566 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,566 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.56M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

106.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$341K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$124

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 codes2E2J2F2G3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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

$5K

$180 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.131%

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

$13,620

$86,288-84.2%

$111,306-87.8%

$85,851-84.1%

Participation rate

90.0%

73.3%+16.7pp

77.3%+12.7pp

69.3%+20.7pp

Annual return

17.48%

19.99%-2.5pp

54.67%-37.2pp

318.63%-301.2pp

Employer contribution / active EE

$1,668

$2,044-18.4%

$2,732-39.0%

$2,565-35.0%

Participant deferral / active EE

$3,406

$3,641-6.4%

$4,488-24.1%

$3,952-13.8%

Admin fee / account holder

$154

$8,189-98.1%

$7,966-98.1%

$6,261-97.5%

NATIONAL ENGRAVERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL ENGRAVERS 401(K) 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