Retirement plan

LABCONCO CORPORATION PROFIT SHARING PLAN

Name: LABCONCO CORPORATION - LABCONCO CORPORATION PROFIT SHARING PLAN (2016) Form 5500
Creator: LABCONCO CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LABCONCO CORPORATION PROFIT SHARING PLAN, LABCONCO CORPORATION

LABCONCO CORPORATIONEIN 44-0319750Plan #001PY 2016

8811 PROSPECT AVENUE - KANSAS CITY, MO 641322663816-333-8811labconco.comLinkedIn201-500 employeesbiotechnology

Other plans on this EIN

1 filing

#003Retirement-$3.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$45.1M

+3.7% from 2015

Total participants

218

-0.9% from 2015

Average account balance

$212,967

+3.2% from 2015

Annual return

7.13%

+8.03 pp from 2015

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$61.93M

Not enough data

1 years with asset history on file

Average account balance

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

$209K

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.

296

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$196

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

Top 2 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH2+ years Filed as: MERRILL LYNCH PIERCE PENNER & SMITH Service code 15 · EIN 13-5674085	Recordkeeping	$31,559
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL CENTER Service code 16 · EIN 59-1237041	Consulting	$21,941

Plan features & details

Pension benefit codes3D2E2G2J2F

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$54K

$297 / participant

Investment mgmt$22K41.0%
Contract admin$32K59.0%

% of EOY assets

0.118%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

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: MAYER HOFFMAN MCCANN P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$212,967

$60,165+254.0%

$74,184+187.1%

$55,167+286.0%

Participation rate

96.7%

74.2%+22.5pp

76.6%+20.0pp

69.0%+27.7pp

Annual return

7.13%

10.00%-2.9pp

17.74%-10.6pp

169.23%-162.1pp

Employer contribution / active EE

$11,056

$1,600+591.1%

$2,370+366.5%

$1,963+463.3%

Participant deferral / active EE

$4,649

$2,973+56.4%

$3,550+31.0%

$3,054+52.2%

Admin fee / account holder

$252

$419-39.8%

$5,586-95.5%

$504-49.9%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH2+ years

Filed as: MERRILL LYNCH PIERCE PENNER & SMITH

Service code 15 · EIN 13-5674085

Recordkeeping

$31,559

RAYMOND JAMES FINANCIAL SERVICES2+ years

Filed as: RAYMOND JAMES FINANCIAL CENTER

Service code 16 · EIN 59-1237041

Consulting

$21,941

LABCONCO CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LABCONCO CORPORATION PROFIT SHARING 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