Retirement plan

WARNEKE PAPER BOX SAVINGS PLAN

Name: WARNEKE PAPER BOX COMPANY - WARNEKE PAPER BOX SAVINGS PLAN (2018) Form 5500
Creator: WARNEKE PAPER BOX COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WARNEKE PAPER BOX SAVINGS PLAN, WARNEKE PAPER BOX COMPANY

WARNEKE PAPER BOX COMPANYEIN 84-0346595Plan #001PY 2018

4500 JOLIET ST - DENVER, CO 802392919303-371-3071warnekepaperbox.comLinkedIn51-200 employeespackaging and containers

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.6M

-9.7% from 2017

Total participants

+1.4% from 2017

Average account balance

$125,108

-14.8% from 2017

Annual return

-5.64%

-20.08 pp from 2017

Benchmarks

See 5,892 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,892 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.44M

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

72.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$294K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5399

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

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

$670K

$9999 / participant

Other / not subdivided$670K100.0%

% of EOY assets

10.103%

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

$125,108

$61,660+102.9%

$80,022+56.3%

$64,173+95.0%

Participation rate

71.6%

71.7%0pp

75.8%-4.2pp

69.6%+2.1pp

Annual return

-5.64%

-0.33%-5.3pp

11.22%-16.9pp

7.63%-13.3pp

Employer contribution / active EE

$760

$1,810-58.0%

$2,468-69.2%

$2,381-68.1%

Participant deferral / active EE

$4,151

$2,968+39.9%

$3,686+12.6%

$3,470+19.6%

Admin fee / account holder

$12,640

$5,417+133.3%

$6,521+93.8%

$4,887+158.6%

WARNEKE PAPER BOX SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WARNEKE PAPER BOX 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