Retirement plan

MCADAMS GRAPHICS, INC. 401(K) PROFIT SHARING PLAN

Name: MCADAMS GRAPHICS, INC. - MCADAMS GRAPHICS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: MCADAMS GRAPHICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCADAMS GRAPHICS, INC. 401(K) PROFIT SHARING PLAN, MCADAMS GRAPHICS, INC.

MCADAMS GRAPHICS, INC.EIN 39-1454734Plan #001PY 2017

7200 SOUTH 1ST STREET - OAK CREEK, WI 53154414-768-8080mcadamsgraphics.comLinkedIn51-200 employeesprinting

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$11.2M

+22.3% from 2016

Total participants

108

-5.3% from 2016

Average account balance

$106,588

+29.3% from 2016

Annual return

20.38%

+14.09 pp from 2016

Benchmarks

See 5,958 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.51M

Not enough data

1 years with asset history on file

Average account balance

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

$169K

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.

110.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16653

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

Top 3 by compensation

Provider	Service type	Compensation
MCADAMS GRAPHICS, INC3+ years Service code 99 7200 SOUTH 1ST STREET · OAK CREEK, WI 53154	Other Fees	$7,700
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 13 20975 SWENSON DRIVE, SUITE 125 · WAUKESHA, WI 53186	Contract Administrator	$4,600
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071	Recordkeeping Fees	$1,446

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

1 tripped

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

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SVA CERTIFIED PUBLIC ACCOUNTANTS
Auditor EIN: 391203191
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$106,588

$67,411+58.1%

$91,004+17.1%

$70,126+52.0%

Participation rate

96.5%

71.4%+25.1pp

75.6%+20.9pp

69.5%+26.9pp

Annual return

20.38%

-40.16%+60.5pp

4.60%+15.8pp

73.15%-52.8pp

Employer contribution / active EE

$421

$1,786-76.4%

$2,456-82.9%

$2,343-82.0%

Participant deferral / active EE

$2,859

$2,823+1.3%

$3,548-19.4%

$3,332-14.2%

Admin fee / account holder

$4,236-100.0%

$5,417-100.0%

$4,645-100.0%

Provider

Service type

Compensation

MCADAMS GRAPHICS, INC3+ years

Service code 99

7200 SOUTH 1ST STREET · OAK CREEK, WI 53154

Other Fees

$7,700

EPIC RETIREMENT PLAN SERVICES3+ years

Filed as: INTEGRITY RETIREMENT PLAN SERVICES

Service code 13

20975 SWENSON DRIVE, SUITE 125 · WAUKESHA, WI 53186

Contract Administrator

$4,600

AMERICAN FUNDS3+ years

Filed as: CAPITAL RESEARCH & MANAGEMENT CO

Service code 64

333 SOUTH HOPE STREET · LOS ANGELES, CA 90071

Recordkeeping Fees

$1,446

MCADAMS GRAPHICS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MCADAMS GRAPHICS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion