Retirement plan

CUSTOM PACKAGING 401(K) PLAN

Name: CUSTOM PACKAGING PRODUCTS - CUSTOM PACKAGING 401(K) PLAN (2021) Form 5500
Creator: CUSTOM PACKAGING PRODUCTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CUSTOM PACKAGING 401(K) PLAN, CUSTOM PACKAGING PRODUCTS

CUSTOM PACKAGING PRODUCTSEIN 87-0545880Plan #002PY 2021

159 W. BROADWAY, #607 - SALT LAKE CITY, UT 84101801-297-7100

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$262K

+30.8% from 2020

Total participants

+50.0% from 2020

Average account balance

$130,773

+30.8% from 2020

Annual return

16.30%

+3.44 pp from 2020

Benchmarks

See 22,587 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,587 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$411K

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

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

+21.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1592

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 codes2A2E2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$130,773

$176,794-26.0%

$146,647-10.8%

$167,553-22.0%

Participation rate

66.7%

83.6%-17.0pp

80.1%-13.4pp

82.1%-15.4pp

Annual return

16.30%

24.04%-7.7pp

22.75%-6.4pp

478.89%-462.6pp

Employer contribution / active EE

$9,667

$5,161+87.3%

$4,137+133.7%

$4,840+99.7%

Participant deferral / active EE

$6,440-100.0%

$5,506-100.0%

$6,343-100.0%

Admin fee / account holder

$13,262-100.0%

$10,281-100.0%

$12,316-100.0%

CUSTOM PACKAGING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CUSTOM PACKAGING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion