Retirement plan

COPIER WORD PROCESSING SUPPLY, INC. 401(K) PLAN

Name: COPIER WORD PROCESSING SUPPLY, INC. - COPIER WORD PROCESSING SUPPLY, INC. 401(K) PLAN (2025) Form 5500
Creator: COPIER WORD PROCESSING SUPPLY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COPIER WORD PROCESSING SUPPLY, INC. 401(K) PLAN, COPIER WORD PROCESSING SUPPLY, INC.

COPIER WORD PROCESSING SUPPLY, INC.EIN 55-0589172Plan #001PY 2025

2040 OHIO AVENUE - PARKERSBURG, WV 26101304-424-6800LinkedIn11-50 employeescomputer software

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$2.3M

+23.3% from 2024

Total participants

+12.5% from 2024

Average account balance

$45,212

+8.8% from 2024

Annual return

17.36%

+5.04 pp from 2024

Benchmarks

See 2,358 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort2,358 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.31M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

104.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$393

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 codes2E2F2G2J2T3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$20K

$409 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.870%

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

$45,212

$115,931-61.0%

$185,441-75.6%

$86,983-48.0%

Participation rate

93.9%

73.6%+20.3pp

80.3%+13.6pp

69.5%+24.3pp

Annual return

17.36%

21.47%-4.1pp

20.16%-2.8pp

25.83%-8.5pp

Employer contribution / active EE

$419

$2,937-85.7%

$4,672-91.0%

$2,584-83.8%

Participant deferral / active EE

$2,205

$4,551-51.5%

$6,152-64.1%

$4,194-47.4%

Admin fee / account holder

$393

$10,687-96.3%

$17,890-97.8%

$7,856-95.0%

COPIER WORD PROCESSING SUPPLY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COPIER WORD PROCESSING SUPPLY, INC. 401(K) 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