Retirement plan

ADVANCE PAPER BOX COMPANY PROFIT SHARING PLAN AND TRUST

Name: ADVANCE PAPER BOX COMPANY - ADVANCE PAPER BOX COMPANY PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: ADVANCE PAPER BOX COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCE PAPER BOX COMPANY PROFIT SHARING PLAN AND TRUST, ADVANCE PAPER BOX COMPANY

ADVANCE PAPER BOX COMPANYEIN 95-0478684Plan #001PY 2016

6100 S. GRAMERCY PLACE - LOS ANGELES, CA 90047323-750-2550

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$6.2M

-5.3% from 2015

Total participants

+15.6% from 2015

Average account balance

$177,490

-18.9% from 2015

Annual return

-3.91%

-0.35 pp from 2015

Benchmarks

See 6,045 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort6,045 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.54M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

159.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$251K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+9.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1652

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$256K

$9138 / participant

Other / not subdivided$256K100.0%

% of EOY assets

4.119%

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

$177,490

$58,828+201.7%

$78,002+127.5%

$62,881+182.3%

Participation rate

92.9%

71.1%+21.8pp

75.5%+17.3pp

69.3%+23.6pp

Annual return

-3.91%

17.16%-21.1pp

425.99%-429.9pp

20.14%-24.1pp

Employer contribution / active EE

$3,038

$1,672+81.7%

$2,470+23.0%

$2,281+33.2%

Participant deferral / active EE

$2,570

$2,686-4.3%

$3,497-26.5%

$3,203-19.8%

Admin fee / account holder

$7,310

$4,393+66.4%

$5,481+33.4%

$4,296+70.2%

ADVANCE PAPER BOX COMPANY PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCE PAPER BOX COMPANY PROFIT SHARING PLAN AND 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