Retirement plan

PHOENIX VETERANS PRINT CORPORA 401 K PROFIT SHARING PLAN TRUST

Name: PHOENIX VETERANS PRINT CORPORA - PHOENIX VETERANS PRINT CORPORA 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: PHOENIX VETERANS PRINT CORPORA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHOENIX VETERANS PRINT CORPORA 401 K PROFIT SHARING PLAN TRUST, PHOENIX VETERANS PRINT CORPORA

PHOENIX VETERANS PRINT CORPORAEIN 45-3540714Plan #001PY 2018

10430 ARGONNE WOODS DR - WOODRIDGE, IL 60517630-410-0260

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$601K

+41.1% from 2016

Total participants

+1.8% from 2016

Average account balance

$12,521

-41.2% from 2016

Annual return

-13.37%

-23.52 pp from 2016

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

$2.61M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

89.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$272K

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

+12.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3511

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$140 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.301%

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

$12,521

$61,660-79.7%

$80,022-84.4%

$64,173-80.5%

Participation rate

82.1%

71.7%+10.5pp

75.8%+6.3pp

69.6%+12.6pp

Annual return

-13.37%

-0.33%-13.0pp

11.22%-24.6pp

7.63%-21.0pp

Employer contribution / active EE

$1,810-100.0%

$2,468-100.0%

$2,381-100.0%

Participant deferral / active EE

$1,945

$2,968-34.5%

$3,686-47.2%

$3,470-43.9%

Admin fee / account holder

$163

$5,417-97.0%

$6,521-97.5%

$4,887-96.7%

PHOENIX VETERANS PRINT CORPORA 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHOENIX VETERANS PRINT CORPORA 401 K PROFIT SHARING PLAN TRUST

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