Retirement plan

COLOR ART PRINTING COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: COLOR ART PRINTING COMPANY, INC. - COLOR ART PRINTING COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: COLOR ART PRINTING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLOR ART PRINTING COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST, COLOR ART PRINTING COMPANY, INC.

COLOR ART PRINTING COMPANY, INC.EIN 92-0027042Plan #001PY 2015

430 WEST 7TH AVENUE - ANCHORAGE, AK 99501907-277-2409

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

No prior year

Total participants

No prior year

Average account balance

$149,937

No prior year

Annual return

-0.78%

No prior year

Benchmarks

See 7,038 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort7,038 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.27M

Not enough data

1 years with asset history on file

Average account balance

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

$174K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

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

+9.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14461

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 codes2E2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$121K

$10124 / participant

Other / not subdivided$121K100.0%

% of EOY assets

5.402%

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

$149,937

$83,908+78.7%

$68,509+118.9%

$125,389+19.6%

Participation rate

100.0%

78.2%+21.8pp

74.7%+25.3pp

83.2%+16.8pp

Annual return

-0.78%

14.48%-15.3pp

8.27%-9.0pp

282.24%-283.0pp

Employer contribution / active EE

$2,083

$3,031-31.3%

$2,278-8.5%

$4,866-57.2%

Participant deferral / active EE

$2,513

$4,125-39.1%

$3,382-25.7%

$5,352-53.0%

Admin fee / account holder

$8,099

$8,982-9.8%

$5,275+53.6%

$9,541-15.1%

COLOR ART PRINTING COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLOR ART PRINTING COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST

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