Retirement plan

INTERTAPE POLYMER CORP. USA RETIREMENT SAVINGS PLA

Name: INTERTAPE POLYMER CORP. - INTERTAPE POLYMER CORP. USA RETIREMENT SAVINGS PLA (2017) Form 5500
Creator: INTERTAPE POLYMER CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERTAPE POLYMER CORP. USA RETIREMENT SAVINGS PLA, INTERTAPE POLYMER CORP.

INTERTAPE POLYMER CORP.EIN 57-1088158Plan #003PY 2017

100 PARAMOUNT DRIVE - SARASOTA, FL 34232941-739-7506LinkedIn1-10 employees

Other plans on this EIN

5 filings

#004Retirement-$25.4M assets #006Retirement-$15.8M assets #005Retirement-$10.9M assets #008Retirement-$7.7M assets #007Retirement-$5.4M assets

Prospect flagsLow returnsCorrective distributions

Top hat statement on fileNQDC

Filed July 1, 2016

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$121.6M

+13.0% from 2016

Total participants

1,425

+1.9% from 2016

Average account balance

$97,603

+24.3% from 2016

Annual return

14.49%

-2.50 pp from 2016

Benchmarks

See 786 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort786 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$216.18M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

2,500

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.

97.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17.59M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$92

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

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Service code 52 · EIN 04-1590850	Indirect Investment Fees	$113,873
FOREST CAPITAL MANAGEMENT LLC1 year Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 27 · EIN 46-5576228	Advisory (Plan)	$36,069
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315	Indirect Investment Fees	$0
BAIRD FUNDS1 year Service code 52 · EIN 39-6037917	Indirect Investment Fees	$0
BLACKROCK1 year Service code 52 · EIN 51-0318674	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS1 year Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
INVESCO1 year Service code 52 · EIN 51-0097258	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K2S2T2O3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$198K

$159 / participant

Investment mgmt$138K69.8%
Contract admin$60K30.2%

% of EOY assets

0.163%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FRAZIER DEETER
Auditor EIN: 581433845
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$97,603

$88,730+10.0%

$82,313+18.6%

$77,958+25.2%

Participation rate

85.6%

84.5%+1.1pp

76.9%+8.7pp

71.6%+13.9pp

Annual return

14.49%

20.88%-6.4pp

25.88%-11.4pp

20.87%-6.4pp

Employer contribution / active EE

$2,510

$2,758-9.0%

$2,428+3.4%

$2,310+8.6%

Participant deferral / active EE

$4,310

$4,634-7.0%

$3,706+16.3%

$3,537+21.9%

Admin fee / account holder

$159

$74+114.4%

$5,608-97.2%

$97+62.9%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$113,873

FOREST CAPITAL MANAGEMENT LLC1 year

Filed as: FOREST CAPITAL MANAGEMENT, LLC

Service code 27 · EIN 46-5576228

Advisory (Plan)

$36,069

AMERICAN CENTURY1 year

Service code 52 · EIN 44-6006315

Indirect Investment Fees

BAIRD FUNDS1 year

Service code 52 · EIN 39-6037917

Indirect Investment Fees

BLACKROCK1 year

Service code 52 · EIN 51-0318674

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS1 year

Service code 52 · EIN 36-3129984

Indirect Investment Fees

INVESCO1 year

Service code 52 · EIN 51-0097258

Indirect Investment Fees

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD

Service code 52 · EIN 52-0794097

Indirect Investment Fees

INTERTAPE POLYMER CORP. USA RETIREMENT SAVINGS PLA

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERTAPE POLYMER CORP. USA RETIREMENT SAVINGS PLA

Top hat statement on fileNQDC

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