Retirement plan

WIKOFF COLOR CORPORATION 401K RETIREMENT PLAN

Name: WIKOFF COLOR CORPORATION - WIKOFF COLOR CORPORATION 401K RETIREMENT PLAN (2016) Form 5500
Creator: WIKOFF COLOR CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WIKOFF COLOR CORPORATION 401K RETIREMENT PLAN, WIKOFF COLOR CORPORATION

WIKOFF COLOR CORPORATIONEIN 56-0633683Plan #002PY 2016

1886 MERRITT ROAD - FORT MILL, SC 29715803-548-2210wikoff.comLinkedIn501-1000 employeesprinting

Other plans on this EIN

1 filing

#001Retirement-$28.8M assets

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$9.8M

No prior year

Total participants

421

No prior year

Average account balance

$37,727

No prior year

Annual return

2.92%

No prior year

Benchmarks

See 1,139 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,139 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 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

-100.02%

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

0 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393	Recordkeeping	$35,919

Plan features & details

Pension benefit codes2E2F2G2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$41K

$112 / participant

Other / not subdivided$41K100.0%

% of EOY assets

0.424%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DIXON HUGHES GOODMAN LLP
Auditor EIN: 560747981
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,727

$74,024-49.0%

$78,002-51.6%

$57,658-34.6%

Participation rate

56.1%

79.7%-23.7pp

75.5%-19.4pp

70.2%-14.1pp

Annual return

2.92%

12.14%-9.2pp

425.99%-423.1pp

5.13%-2.2pp

Employer contribution / active EE

$2,365-100.0%

$2,470-100.0%

$1,974-100.0%

Participant deferral / active EE

$1,668

$3,533-52.8%

$3,497-52.3%

$3,061-45.5%

Admin fee / account holder

$160

$93+71.5%

$5,481-97.1%

$95+69.1%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.1+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$35,919

WIKOFF COLOR CORPORATION 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WIKOFF COLOR CORPORATION 401K RETIREMENT 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