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 (2020) 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 2020

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

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$6M

-16.3% from 2019

Total participants

214

-5.7% from 2019

Average account balance

$27,826

-14.3% from 2019

Annual return

-12.45%

-29.23 pp from 2019

Benchmarks

See 5,720 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,720 peers

Snapshot2020

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 codes2E2O2Q3I

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.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$27,826

$81,208-65.7%

$98,920-71.9%

$79,856-65.2%

Participation rate

100.0%

72.5%+27.5pp

76.0%+24.0pp

69.6%+30.4pp

Annual return

-12.45%

60.99%-73.4pp

196.47%-208.9pp

31.71%-44.2pp

Employer contribution / active EE

$3,190

$1,960+62.8%

$2,689+18.6%

$2,471+29.1%

Participant deferral / active EE

$3,265-100.0%

$4,245-100.0%

$3,741-100.0%

Admin fee / account holder

$6,013-100.0%

$6,643-100.0%

$5,306-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CORPORATE PRESS, INC. EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING 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