Retirement plan

WIKOFF COLOR CORPORATION 401K RETIREMENT PLAN

Name: WIKOFF COLOR CORPORATION - WIKOFF COLOR CORPORATION 401K RETIREMENT PLAN (2018) 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 2018

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

Other plans on this EIN

1 filing

#001Retirement-$33.5M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$12.8M

+12.1% from 2017

Total participants

468

+13.3% from 2017

Average account balance

$39,929

-11.3% from 2017

Annual return

12.15%

-2.30 pp from 2017

Benchmarks

See 1,154 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,154 peers

Snapshot2018

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.3+ years Service code 15 · EIN 94-1347393	Recordkeeping	$53,803

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$54K

$128 / participant

Other / not subdivided$54K100.0%

% of EOY assets

0.421%

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

$39,929

$65,223-38.8%

$80,022-50.1%

$55,725-28.3%

Participation rate

65.2%

80.6%-15.3pp

75.8%-10.6pp

70.9%-5.6pp

Annual return

12.15%

7.59%+4.6pp

11.22%+0.9pp

244.93%-232.8pp

Employer contribution / active EE

$2,544-100.0%

$2,468-100.0%

$2,078-100.0%

Participant deferral / active EE

$1,804

$3,881-53.5%

$3,686-51.1%

$3,356-46.2%

Admin fee / account holder

$168

$114+47.2%

$6,521-97.4%

$115+45.9%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.3+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$53,803

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