Retirement plan

WIKOFF COLOR CORPORATION 401K RETIREMENT PLAN

Name: WIKOFF COLOR CORPORATION - WIKOFF COLOR CORPORATION 401K RETIREMENT PLAN (2019) 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 2019

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

Other plans on this EIN

1 filing

#001Retirement-$31.6M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$15.7M

+22.3% from 2018

Total participants

449

-4.1% from 2018

Average account balance

$41,914

+5.0% from 2018

Annual return

19.68%

+7.53 pp from 2018

Benchmarks

See 1,163 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,163 peers

Snapshot2019

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.4+ years Service code 15 · EIN 94-1347393	Recordkeeping	$64,026

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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$64K

$167 / participant

Other / not subdivided$64K100.0%

% of EOY assets

0.408%

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

$41,914

$74,347-43.6%

$93,621-55.2%

$67,582-38.0%

Participation rate

80.5%

80.6%-0.1pp

75.8%+4.6pp

71.3%+9.2pp

Annual return

19.68%

28.07%-8.4pp

32.76%-13.1pp

378.57%-358.9pp

Employer contribution / active EE

$2,583-100.0%

$2,719-100.0%

$2,148-100.0%

Participant deferral / active EE

$2,577

$4,060-36.5%

$4,070-36.7%

$3,539-27.2%

Admin fee / account holder

$171

$123+39.6%

$7,890-97.8%

$142+20.3%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.4+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$64,026

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