Retirement plan

BURLINGTON GRAPHICS SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: BURLINGTON GRAPHIC SYSTEMS, INC. - BURLINGTON GRAPHICS SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2015) Form 5500
Creator: BURLINGTON GRAPHIC SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BURLINGTON GRAPHICS SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, BURLINGTON GRAPHIC SYSTEMS, INC.

BURLINGTON GRAPHIC SYSTEMS, INC.EIN 39-1394844Plan #002PY 2015

2600 CHICORY ROAD - RACINE, WI 53403262-554-8808burlingtongraphics.comLinkedIn51-200 employeesprinting

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$25.2M

No prior year

Total participants

165

No prior year

Average account balance

$152,549

No prior year

Annual return

13.57%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.51M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

215

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$516K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

-8.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes2P2Q2I3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$40

$0 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.000%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$152,549

$70,002+117.9%

$115,038+32.6%

$52,331+191.5%

Participation rate

100.0%

72.1%+27.9pp

81.4%+18.6pp

68.1%+31.9pp

Annual return

13.57%

4.04%+9.5pp

26.14%-12.6pp

4.54%+9.0pp

Employer contribution / active EE

$3,526

$2,715+29.9%

$4,608-23.5%

$1,882+87.4%

Participant deferral / active EE

$4,920-100.0%

$6,026-100.0%

$3,022-100.0%

Admin fee / account holder

$566-100.0%

$8,175-100.0%

$592-100.0%

BURLINGTON GRAPHICS SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BURLINGTON GRAPHICS SYSTEMS, INC. EMPLOYEE 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