Retirement plan

KNOWLTON TECHNOLOGIES, LLC UNION PLAN

Name: KNOWLTON TECHNOLOGIES, LLC - KNOWLTON TECHNOLOGIES, LLC UNION PLAN (2016) Form 5500
Creator: KNOWLTON TECHNOLOGIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KNOWLTON TECHNOLOGIES, LLC UNION PLAN, KNOWLTON TECHNOLOGIES, LLC

KNOWLTON TECHNOLOGIES, LLCEIN 47-1424475Plan #002PY 2016

213 FACTORY STREET - WATERTOWN, NY 136012748knowlton-co.comLinkedIn51-200 employeesconsumer goods

Other plans on this EIN

1 filing

#001Retirement-$4.6M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2.3M

+37.8% from 2015

Total participants

-1.0% from 2015

Average account balance

$24,303

+33.5% from 2015

Annual return

10.46%

+7.06 pp from 2015

Benchmarks

See 1,948 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,948 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.24M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

121

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$749K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18

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

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

1 tripped

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

$17K

$160 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.723%

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

$24,303

$56,640-57.1%

$78,002-68.8%

$55,167-55.9%

Participation rate

100.0%

73.3%+26.7pp

75.5%+24.5pp

69.0%+31.0pp

Annual return

10.46%

2868.48%-2858.0pp

425.99%-415.5pp

169.23%-158.8pp

Employer contribution / active EE

$2,484

$1,724+44.1%

$2,470+0.6%

$1,963+26.6%

Participant deferral / active EE

$2,079

$2,778-25.2%

$3,497-40.5%

$3,054-31.9%

Admin fee / account holder

$176

$467-62.4%

$5,481-96.8%

$504-65.1%

KNOWLTON TECHNOLOGIES, LLC UNION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KNOWLTON TECHNOLOGIES, LLC UNION 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