Retirement plan

BADGER TAG AND LABEL CORPORATION RETIREMENT PLAN

Name: BADGER TAG AND LABEL CORPORATION - BADGER TAG AND LABEL CORPORATION RETIREMENT PLAN (2018) Form 5500
Creator: BADGER TAG AND LABEL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BADGER TAG AND LABEL CORPORATION RETIREMENT PLAN, BADGER TAG AND LABEL CORPORATION

BADGER TAG AND LABEL CORPORATIONEIN 39-0144550Plan #002PY 2018

N507 BADGER WAY - RANDOM LAKE, WI 53075920-994-4348badgertag.comLinkedIn11-50 employeesprinting

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$19.2M

-12.9% from 2017

Total participants

-7.7% from 2017

Average account balance

$409,074

-11.1% from 2017

Annual return

-8.02%

-25.68 pp from 2017

Benchmarks

See 5,892 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,892 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.85M

Not enough data

1 years with asset history on file

Average account balance

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

$431K

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.

104.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$247K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+21.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$116684

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 codes2E2F2H2J2T3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$48943 / participant

Other / not subdivided$2M100.0%

% of EOY assets

7.891%

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

$409,074

$61,660+563.4%

$80,022+411.2%

$64,173+537.5%

Participation rate

96.8%

71.7%+25.1pp

75.8%+20.9pp

69.6%+27.2pp

Annual return

-8.02%

-0.33%-7.7pp

11.22%-19.2pp

7.63%-15.7pp

Employer contribution / active EE

$5,000

$1,810+176.2%

$2,468+102.6%

$2,381+110.0%

Participant deferral / active EE

$2,789

$2,968-6.0%

$3,686-24.3%

$3,470-19.6%

Admin fee / account holder

$32,282

$5,417+495.9%

$6,521+395.0%

$4,887+560.5%

BADGER TAG AND LABEL CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BADGER TAG AND LABEL CORPORATION RETIREMENT 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