Retirement plan

SOUTHERN GRAPHICS INC. SAVINGS PLAN

Name: SOUTHERN GRAPHICS INC. - SOUTHERN GRAPHICS INC. SAVINGS PLAN (2018) Form 5500
Creator: SOUTHERN GRAPHICS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHERN GRAPHICS INC. SAVINGS PLAN, SOUTHERN GRAPHICS INC.

SOUTHERN GRAPHICS INC.EIN 56-2555719Plan #001PY 2018

626 W. MAIN ST., SUITE 500 - LOUISVILLE, KY 40202502-634-5230LinkedIn1001-5000 employeesprinting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$168.8M

-9.4% from 2017

Total participants

2,202

-2.5% from 2017

Average account balance

$95,360

-9.8% from 2017

Annual return

-3.58%

-20.63 pp from 2017

Benchmarks

See 688 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort688 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$202.12M

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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.

1,426

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.

79.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.92M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$148

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Service code 12 · EIN 13-3689044	Float revenue; Recordkeeping and info...	$207,752
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517	Accounting	$43,790
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$2,075
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$252K

$143 / participant

Other / not subdivided$252K100.0%

% of EOY assets

0.149%

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: MCM CPAS & ADVISORS LLP
Auditor EIN: 271235638
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$95,360

$88,874+7.3%

$123,549-22.8%

$75,289+26.7%

Participation rate

75.5%

75.9%-0.4pp

82.3%-6.8pp

72.4%+3.0pp

Annual return

-3.58%

4.22%-7.8pp

119.20%-122.8pp

-0.04%-3.5pp

Employer contribution / active EE

$1,799

$3,256-44.7%

$4,628-61.1%

$2,405-25.2%

Participant deferral / active EE

$5,121

$6,174-17.0%

$6,426-20.3%

$3,739+37.0%

Admin fee / account holder

$142

$95+50.3%

$9,284-98.5%

$102+38.9%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Service code 12 · EIN 13-3689044

Float revenue; Recordkeeping and info...

$207,752

DELOITTE & TOUCHE LLP2 years

Service code 10 · EIN 13-3891517

Accounting

$43,790

CHARLES SCHWAB & CO., INC.2 years

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$2,075

NATIONAL FINANCIAL SERVICES3+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

SOUTHERN GRAPHICS INC. SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHERN GRAPHICS INC. SAVINGS 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