Retirement plan

PRINTING LOCAL 72 INDUSTRY PENSION PLAN

Name: PRINTING LOCAL 72 INDUSTRY PENSION FUND C/O CARDAY ASSOC. INC. - PRINTING LOCAL 72 INDUSTRY PENSION PLAN (2017) Form 5500
Creator: PRINTING LOCAL 72 INDUSTRY PENSION FUND C/O CARDAY ASSOC. INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRINTING LOCAL 72 INDUSTRY PENSION PLAN, PRINTING LOCAL 72 INDUSTRY PENSION FUND C/O CARDAY ASSOC. INC.

PRINTING LOCAL 72 INDUSTRY PENSION FUND C/O CARDAY ASSOC. INC.EIN 52-6033899Plan #001PY 2017

7130 COLUMBIA GATEWAY DR, SUITE A-1 - COLUMBIA, MD 210460000410-872-9500

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$16.7M

-1.5% from 2016

Total participants

860

-3.6% from 2016

Average account balance

No prior year

Annual return

14.25%

+21.55 pp from 2016

Benchmarks

See 314 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined benefit

Participants25-99

Cohort314 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$45.89M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

696

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+462.27%

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

1 years with F_SCH_H allocation on file

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
MANNING & NAPIER2+ years Service code 27 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450	Advisory (Plan)	$106,539
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-6120528 4748 WISCONSIN AVENUE, NW · WASHINGTON, DC 20016	Legal	$77,036
CARDAY ASSOCIATES2+ years Service code 10 · EIN 53-0257019	Accounting	$67,830
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428	Actuarial	$39,591
DAHAB ASSOCIATES2+ years Service code 17 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706	Pension Consulting	$25,000
SALTER & COMPANY, LLC2+ years Filed as: SALTER & COMPANY Service code 10 · EIN 20-8078757 4600 EAST-WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814	Accounting	$13,662
PNC BANK, N.A.2+ years Filed as: PNC INSTITUTIONAL TRUST Service code 19 · EIN 22-1146430 TWO HOPKINS PLAZA · BALTIMORE, MD 21201	Securities Custodian	$8,533

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1B

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).

Opportunity flags

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$390K

$4337 / participant

Investment mgmt$115K29.5%
Contract admin$68K17.4%
Other / not subdivided$207K53.1%

% of EOY assets

2.344%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SALTER & COMPANY, LLC
Auditor EIN: 208078757
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,279-100.0%

$180,484-100.0%

$46,757-100.0%

Participation rate

0.0%

8.3%-8.3pp

10.1%-10.1pp

11.3%-11.3pp

Annual return

14.25%

10.98%+3.3pp

10.53%+3.7pp

10.41%+3.8pp

Employer contribution / active EE

$4,480

$15,231-70.6%

$29,360-84.7%

$14,691-69.5%

Participant deferral / active EE

$30-100.0%

$54-100.0%

$58-100.0%

Admin fee / account holder

$397-100.0%

$1,273-100.0%

$2,646-100.0%

Provider

Service type

Compensation

MANNING & NAPIER2+ years

Service code 27 · EIN 45-3328488

290 WOODCLIFF DRIVE · FAIRPORT, NY 14450

Advisory (Plan)

$106,539

O'DONOGHUE & O'DONOGHUE2+ years

Service code 29 · EIN 53-6120528

4748 WISCONSIN AVENUE, NW · WASHINGTON, DC 20016

Legal

$77,036

CARDAY ASSOCIATES2+ years

Service code 10 · EIN 53-0257019

Accounting

$67,830

THE MCKEOGH COMPANY2+ years

Service code 11 · EIN 23-3003375

200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428

Actuarial

$39,591

DAHAB ASSOCIATES2+ years

Service code 17

423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706

Pension Consulting

$25,000

SALTER & COMPANY, LLC2+ years

Filed as: SALTER & COMPANY

Service code 10 · EIN 20-8078757

4600 EAST-WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814

Accounting

$13,662

PNC BANK, N.A.2+ years

Filed as: PNC INSTITUTIONAL TRUST

Service code 19 · EIN 22-1146430

TWO HOPKINS PLAZA · BALTIMORE, MD 21201

Securities Custodian

$8,533

PRINTING LOCAL 72 INDUSTRY PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRINTING LOCAL 72 INDUSTRY PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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