Retirement plan

ABBOTT LABEL, INC. 401(K) PROFIT SHARING PLAN

Name: ABBOTT LABEL, INC. - ABBOTT LABEL, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: ABBOTT LABEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABBOTT LABEL, INC. 401(K) PROFIT SHARING PLAN, ABBOTT LABEL, INC.

ABBOTT LABEL, INC.EIN 75-2909199Plan #001PY 2018

11440 HILLGUARD ROAD - DALLAS, TX 752435502469-330-0100abbottlabel.comLinkedIn201-500 employeesprinting

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+11.1% from 2017

Total participants

144

+2.1% from 2017

Average account balance

$14,650

+8.3% from 2017

Annual return

-5.48%

-18.66 pp from 2017

Benchmarks

See 1,975 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,975 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.61M

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

379

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.

95.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$791K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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 1 by compensation

Provider	Service type	Compensation
NATIONWIDE3 years Filed as: NATIONWIDE TRUST CO FSB A DIV OF NW Service code 53 · EIN 31-1592130 10 W NATIONWIDE BLVD, 5-05-111V · COLUMBUS, OH 43215	Insurance Commissions	$8,574

Plan features & details

Pension benefit codes2G2J3D

Plan features

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.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$102 / participant

Investment mgmt$11K100.0%

% of EOY assets

0.641%

all-in expense ratio

Categories reported

1 / 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: MCCARTHY, ROSE & MILLS, LLP
Auditor EIN: 751324020
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,650

$58,093-74.8%

$80,022-81.7%

$56,289-74.0%

Participation rate

78.2%

73.6%+4.6pp

75.8%+2.3pp

69.9%+8.3pp

Annual return

-5.48%

34.63%-40.1pp

11.22%-16.7pp

-9.96%+4.5pp

Employer contribution / active EE

$1,587

$1,933-17.9%

$2,468-35.7%

$2,111-24.8%

Participant deferral / active EE

$2,511

$3,136-19.9%

$3,686-31.9%

$3,350-25.0%

Admin fee / account holder

$94

$623-84.9%

$6,521-98.6%

$521-82.0%

Provider

Service type

Compensation

NATIONWIDE3 years

Filed as: NATIONWIDE TRUST CO FSB A DIV OF NW

Service code 53 · EIN 31-1592130

10 W NATIONWIDE BLVD, 5-05-111V · COLUMBUS, OH 43215

Insurance Commissions

$8,574

ABBOTT LABEL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABBOTT LABEL, INC. 401(K) PROFIT SHARING 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