Retirement plan

BEST-MET PUBLISHING CO., INC. EMPLOYEE PENSION PLAN

Name: BEST-MET PUBLISHING CO., INC. - BEST-MET PUBLISHING CO., INC. EMPLOYEE PENSION PLAN (2015) Form 5500
Creator: BEST-MET PUBLISHING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEST-MET PUBLISHING CO., INC. EMPLOYEE PENSION PLAN, BEST-MET PUBLISHING CO., INC.

BEST-MET PUBLISHING CO., INC.EIN 52-1121384Plan #001PY 2015

5537 TWIN KNOLLS ROAD, SUITE 438 - COLUMBIA, MD 21045410-730-5013LinkedIn1-10 employeesprinting

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$509K

No prior year

Total participants

No prior year

Average account balance

$101,832

No prior year

Annual return

-1.47%

No prior year

Benchmarks

See 7,038 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort7,038 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$246K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+6.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81778

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 codes2R2J3D

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$101,832

$83,908+21.4%

$68,509+48.6%

$125,393-18.8%

Participation rate

100.0%

78.2%+21.8pp

74.7%+25.3pp

83.2%+16.8pp

Annual return

-1.47%

14.48%-15.9pp

8.27%-9.7pp

282.23%-283.7pp

Employer contribution / active EE

$1,833

$3,031-39.5%

$2,278-19.5%

$4,866-62.3%

Participant deferral / active EE

$4,135

$4,125+0.2%

$3,382+22.2%

$5,351-22.7%

Admin fee / account holder

$8,982-100.0%

$5,275-100.0%

$9,541-100.0%

BEST-MET PUBLISHING CO., INC. EMPLOYEE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BEST-MET PUBLISHING CO., INC. EMPLOYEE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion