Retirement plan

UNI-PAK CORPORATION EMPLOYEES RETIREMENT PROFIT SHARING AND 401(K) SAVINGS PLAN & TRUST

Name: UNI-PAK CORP. - UNI-PAK CORPORATION EMPLOYEES RETIREMENT PROFIT SHARING AND 401(K) SAVINGS PLAN & TRUST (2016) Form 5500
Creator: UNI-PAK CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNI-PAK CORPORATION EMPLOYEES RETIREMENT PROFIT SHARING AND 401(K) SAVINGS PLAN & TRUST, UNI-PAK CORP.

UNI-PAK CORP.EIN 59-1302295Plan #002PY 2016

1015 NORTH RONALD REAGAN BLVD. - LONGWOOD, FL 327503013407-830-9300unipak.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$44,705

No prior year

Annual return

5.98%

No prior year

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.44M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

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.

77.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+10.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4545

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$188K

$6080 / participant

Other / not subdivided$188K100.0%

% of EOY assets

15.615%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,705

$60,349-25.9%

$74,184-39.7%

$62,881-28.9%

Participation rate

80.6%

72.7%+7.9pp

76.6%+4.0pp

69.3%+11.3pp

Annual return

5.98%

21.38%-15.4pp

17.74%-11.8pp

20.14%-14.2pp

Employer contribution / active EE

$1,680-100.0%

$2,370-100.0%

$2,281-100.0%

Participant deferral / active EE

$2,043

$2,856-28.5%

$3,550-42.4%

$3,203-36.2%

Admin fee / account holder

$6,981

$4,261+63.8%

$5,586+25.0%

$4,296+62.5%

UNI-PAK CORPORATION EMPLOYEES RETIREMENT PROFIT SHARING AND 401(K) SAVINGS PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNI-PAK CORPORATION EMPLOYEES RETIREMENT PROFIT SHARING AND 401(K) SAVINGS PLAN & TRUST

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