Retirement plan

NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN

Name: NORTHEAST WISCONSIN PRINTING CO. - NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN (2017) Form 5500
Creator: NORTHEAST WISCONSIN PRINTING CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN, NORTHEAST WISCONSIN PRINTING CO.

NORTHEAST WISCONSIN PRINTING CO.EIN 39-1716869Plan #001PY 2017

1718 E. WISCONSIN AVENUE - APPLETON, WI 54911920-735-6777

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

+36.8% from 2016

Total participants

+2.7% from 2016

Average account balance

$82,685

+33.2% from 2016

Annual return

28.60%

+16.05 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

$5.67M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

112.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$264K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6412

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 codes2E2F2G2J3D

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$13K

$381 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.424%

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

$82,685

$67,411+22.7%

$91,004-9.1%

$70,126+17.9%

Participation rate

100.0%

71.4%+28.6pp

75.6%+24.4pp

69.5%+30.5pp

Annual return

28.60%

-40.16%+68.8pp

4.60%+24.0pp

73.15%-44.6pp

Employer contribution / active EE

$1,143

$1,786-36.0%

$2,456-53.5%

$2,343-51.2%

Participant deferral / active EE

$4,280

$2,823+51.6%

$3,548+20.6%

$3,332+28.4%

Admin fee / account holder

$351

$4,236-91.7%

$5,417-93.5%

$4,645-92.4%

NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & 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