Retirement plan

ACP LABCHEM, INC. 401(K) PROFIT SHARING PLAN

Name: ACP LABCHEM, INC. - ACP LABCHEM, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ACP LABCHEM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACP LABCHEM, INC. 401(K) PROFIT SHARING PLAN, ACP LABCHEM, INC.

ACP LABCHEM, INC.EIN 46-4502982Plan #001PY 2016

JACKSON'S POINTE COMMERCE PARK,BLDG, 1010 JACKSON'S POINTE COURT - ZELIENOPLE, PA 16063412-826-5230labchem.comLinkedIn11-50 employeeschemicals

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.3M

No prior year

Total participants

No prior year

Average account balance

$78,417

No prior year

Annual return

4.26%

No prior year

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$143K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-94.57%

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

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 codes2E2F2J2T3D

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).
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$121K

$3105 / participant

Other / not subdivided$121K100.0%

% of EOY assets

5.326%

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

$78,417

$60,349+29.9%

$74,184+5.7%

$62,881+24.7%

Participation rate

74.4%

72.7%+1.6pp

76.6%-2.3pp

69.3%+5.1pp

Annual return

4.26%

21.38%-17.1pp

17.74%-13.5pp

20.14%-15.9pp

Employer contribution / active EE

$1,531

$1,680-8.9%

$2,370-35.4%

$2,281-32.9%

Participant deferral / active EE

$3,438

$2,856+20.4%

$3,550-3.2%

$3,203+7.3%

Admin fee / account holder

$4,176

$4,261-2.0%

$5,586-25.2%

$4,296-2.8%

ACP LABCHEM, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACP LABCHEM, INC. 401(K) 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