Retirement plan

PUBLICATION PRINTING OF NEBRASKA, INC. 401(K) PLAN

Name: PUBLICATION PRINTING OF NEBRASKA, I - PUBLICATION PRINTING OF NEBRASKA, INC. 401(K) PLAN (2016) Form 5500
Creator: PUBLICATION PRINTING OF NEBRASKA, I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUBLICATION PRINTING OF NEBRASKA, INC. 401(K) PLAN, PUBLICATION PRINTING OF NEBRASKA, I

PUBLICATION PRINTING OF NEBRASKA, IEIN 47-0495267Plan #002PY 2016

208 THIRD STREET - WATERLOO, NE 68069314-962-6780pubprinting.comLinkedIn11-50 employeesprinting

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.1M

-3.7% from 2015

Total participants

+11.8% from 2015

Average account balance

$132,008

-33.8% from 2015

Annual return

3.48%

+2.46 pp from 2015

Benchmarks

See 7,787 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,787 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.24M

Not enough data

1 years with asset history on file

Average account balance

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

$180K

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.

257.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1810

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

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

$235K

$21404 / participant

Other / not subdivided$235K100.0%

% of EOY assets

11.147%

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

$132,008

$96,558+36.7%

$80,977+63.0%

$273,972-51.8%

Participation rate

72.7%

79.1%-6.4pp

75.8%-3.1pp

83.0%-10.3pp

Annual return

3.48%

15.14%-11.7pp

17.11%-13.6pp

41.46%-38.0pp

Employer contribution / active EE

$2,543

$4,869-47.8%

$3,715-31.5%

$4,869-47.8%

Participant deferral / active EE

$2,805

$6,598-57.5%

$5,696-50.8%

$5,287-47.0%

Admin fee / account holder

$14,716

$7,493+96.4%

$5,517+166.8%

$10,133+45.2%

PUBLICATION PRINTING OF NEBRASKA, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PUBLICATION PRINTING OF NEBRASKA, INC. 401(K) 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