Retirement plan

IMAGE INTERNATIONAL MANUFACTURING, LLC 401(K) PLAN

Name: IMAGE INTERNATIONAL MANUFACTURING, LLC - IMAGE INTERNATIONAL MANUFACTURING, LLC 401(K) PLAN (2020) Form 5500
Creator: IMAGE INTERNATIONAL MANUFACTURING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMAGE INTERNATIONAL MANUFACTURING, LLC 401(K) PLAN, IMAGE INTERNATIONAL MANUFACTURING, LLC

IMAGE INTERNATIONAL MANUFACTURING, LLCEIN 86-1137770Plan #001PY 2020

7130 SEACREST BLVD. - LANTANA, FL 33462561-791-2602

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.1M

+35.2% from 2019

Total participants

218

+16.6% from 2019

Average account balance

$32,492

+16.0% from 2019

Annual return

19.30%

-9.20 pp from 2019

Benchmarks

See 4,082 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,082 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.18M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

263

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.12M

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

+16.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$257

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 5 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 55 · EIN 13-2638166	Other Commissions	$35,196
MASSACHUSETTS MUTUAL LIFE INS. CO.4 years Filed as: MASS. MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850	Recordkeeping	$1,920
ENVESTNET RETIREMENT SOLUTIONS, LLC4 years Service code 27 · EIN 61-1732930	Advisory (Plan)	$0
MESIROW FINANCIAL INVESTMENT MANAGE4 years Filed as: MESIROW FINANCIAL MANAGEMENT, INC. Service code 49 · EIN 36-3429599	Other Services	$0
PENSION SERVICES, INC.4 years Service code 13 · EIN 65-0158316	Contract Administrator	$0

Plan features & details

Pension benefit codes2A2E2F2G2J3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$14 / participant

Contract admin$2K100.0%

% of EOY assets

0.027%

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: MARCUM LLP
Auditor EIN: 111986323
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,492

$73,638-55.9%

$95,956-66.1%

$73,493-55.8%

Participation rate

100.0%

76.2%+23.8pp

77.1%+22.9pp

70.7%+29.3pp

Annual return

19.30%

16.78%+2.5pp

91.63%-72.3pp

28.51%-9.2pp

Employer contribution / active EE

$3,880

$1,863+108.2%

$2,541+52.7%

$2,270+70.9%

Participant deferral / active EE

$3,838

$3,617+6.1%

$4,167-7.9%

$3,740+2.6%

Admin fee / account holder

$482-98.2%

$6,797-99.9%

$513-98.3%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC4 years

Filed as: UBS FINANCIAL SERVICES, INC.

Service code 55 · EIN 13-2638166

Other Commissions

$35,196

MASSACHUSETTS MUTUAL LIFE INS. CO.4 years

Filed as: MASS. MUTUAL LIFE INSURANCE COMPANY

Service code 15 · EIN 04-1590850

Recordkeeping

$1,920

ENVESTNET RETIREMENT SOLUTIONS, LLC4 years

Service code 27 · EIN 61-1732930

Advisory (Plan)

MESIROW FINANCIAL INVESTMENT MANAGE4 years

Filed as: MESIROW FINANCIAL MANAGEMENT, INC.

Service code 49 · EIN 36-3429599

Other Services

PENSION SERVICES, INC.4 years

Service code 13 · EIN 65-0158316

Contract Administrator

IMAGE INTERNATIONAL MANUFACTURING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMAGE INTERNATIONAL MANUFACTURING, LLC 401(K) 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