Retirement plan

CORPORATE PRESS, INC. EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN

Name: CORPORATE PRESS, INC. - CORPORATE PRESS, INC. EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN (2019) Form 5500
Creator: CORPORATE PRESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORPORATE PRESS, INC. EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN, CORPORATE PRESS, INC.

CORPORATE PRESS, INC.EIN 53-0194625Plan #002PY 2019

800 COMMERCE DRIVE - UPPER MARLBORO, MD 207748792301-499-9200LinkedIn51-200 employeesprinting

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$7.1M

+9.3% from 2018

Total participants

227

+1.3% from 2018

Average account balance

$32,467

+10.8% from 2018

Annual return

16.78%

+20.13 pp from 2018

Benchmarks

See 1,981 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,981 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.46M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

253

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

+11.50%

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

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 codes2E2O2Q

Plan features

2E
Profit-sharing
Profit-sharing plan.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$178

$1 / participant

Other / not subdivided$178100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: TOAL, MURRAY, DAY & LABOR, LLC
Auditor EIN: 822029500
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,467

$66,319-51.0%

$93,621-65.3%

$65,186-50.2%

Participation rate

93.6%

74.0%+19.6pp

75.8%+17.8pp

70.2%+23.4pp

Annual return

16.78%

42.59%-25.8pp

32.76%-16.0pp

29.39%-12.6pp

Employer contribution / active EE

$1,552

$2,013-22.9%

$2,719-42.9%

$2,177-28.7%

Participant deferral / active EE

$3,343-100.0%

$4,070-100.0%

$3,514-100.0%

Admin fee / account holder

$6,900-100.0%

$7,890-100.0%

$847-99.9%

CORPORATE PRESS, INC. EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORPORATE PRESS, INC. EMPLOYEE STOCK OWNERSHIP AND 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