Retirement plan

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

Name: COPIER WORD PROCESSING SUPPLY, INC. - COPIER WORD PROCESSING SUPPLY, INC. 401(K) PLAN (2017) 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 2017

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+36.3% from 2016

Total participants

+12.9% from 2016

Average account balance

$36,075

+10.7% from 2016

Annual return

19.98%

+14.40 pp from 2016

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$103 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.302%

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

$36,075

$78,707-54.2%

$117,861-69.4%

$70,126-48.6%

Participation rate

91.2%

73.2%+18.0pp

79.7%+11.5pp

69.5%+21.6pp

Annual return

19.98%

23.30%-3.3pp

335.11%-315.1pp

73.15%-53.2pp

Employer contribution / active EE

$1,384

$2,223-37.8%

$3,786-63.5%

$2,343-40.9%

Participant deferral / active EE

$2,778

$3,297-15.8%

$4,482-38.0%

$3,332-16.6%

Admin fee / account holder

$109

$5,066-97.8%

$8,021-98.6%

$4,645-97.7%

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