Retirement plan

TROJANLITHO UNION RETIREMENT SAVINGS PLAN

Name: TROJAN LITHOGRAPH CORPORATION - TROJANLITHO UNION RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: TROJAN LITHOGRAPH CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TROJANLITHO UNION RETIREMENT SAVINGS PLAN, TROJAN LITHOGRAPH CORPORATION

TROJAN LITHOGRAPH CORPORATIONEIN 91-1641589Plan #003PY 2017

800 SW 27TH STREET - RENTON, WA 98057425-873-2200

Other plans on this EIN

1 filing

#002Retirement-$13.1M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$770K

+52.7% from 2016

Total participants

+2.8% from 2016

Average account balance

$20,804

+48.6% from 2016

Annual return

15.93%

+8.03 pp from 2016

Benchmarks

See 5,958 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.91M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

215.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$255K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2339

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$177 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.805%

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

$20,804

$67,411-69.1%

$91,004-77.1%

$70,126-70.3%

Participation rate

100.0%

71.4%+28.6pp

75.6%+24.4pp

69.5%+30.5pp

Annual return

15.93%

-40.16%+56.1pp

4.60%+11.3pp

73.15%-57.2pp

Employer contribution / active EE

$3,255

$1,786+82.3%

$2,456+32.5%

$2,343+39.0%

Participant deferral / active EE

$2,038

$2,823-27.8%

$3,548-42.5%

$3,332-38.8%

Admin fee / account holder

$168

$4,236-96.0%

$5,417-96.9%

$4,645-96.4%

TROJANLITHO UNION RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TROJANLITHO UNION RETIREMENT 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