Retirement plan

STEWART FILMSCREEN CORP 401(K) PROFIT SHARING PLAN

Name: STEWART FILMSCREEN CORP - STEWART FILMSCREEN CORP 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: STEWART FILMSCREEN CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEWART FILMSCREEN CORP 401(K) PROFIT SHARING PLAN, STEWART FILMSCREEN CORP

STEWART FILMSCREEN CORPEIN 95-1788670Plan #002PY 2016

1161 SEPULVEDA BLVD. - TORRANCE, CA 905022754310-784-5300stewartfilmscreen.comLinkedIn51-200 employeesconsumer electronics

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$7.2M

No prior year

Total participants

141

No prior year

Average account balance

$56,544

No prior year

Annual return

6.93%

No prior year

Benchmarks

See 2,877 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,877 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.44M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

91.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$179K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6109

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

Top 2 by compensation

Provider	Service type	Compensation
QBI, LLC2+ years Service code 14 · EIN 26-2768667 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364	Plan Administrator	$6,313
JOHN HANCOCK LIFE INSURANCE COMPANY2+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600	Recordkeeping	$1,006

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$6K

$60 / participant

Contract admin$6K100.0%

% of EOY assets

0.078%

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: RAIMONDO PETTIT GROUP
Auditor EIN: 330532641
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,544

$56,277+0.5%

$80,976-30.2%

$62,891-10.1%

Participation rate

86.2%

69.0%+17.2pp

75.8%+10.4pp

69.3%+16.9pp

Annual return

6.93%

22.12%-15.2pp

17.10%-10.2pp

20.14%-13.2pp

Employer contribution / active EE

$1,943-100.0%

$3,714-100.0%

$2,281-100.0%

Participant deferral / active EE

$3,079

$4,195-26.6%

$5,696-45.9%

$3,203-3.9%

Admin fee / account holder

$44

$3,741-98.8%

$5,516-99.2%

$4,296-99.0%

Provider

Service type

Compensation

QBI, LLC2+ years

Service code 14 · EIN 26-2768667

21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364

Plan Administrator

$6,313

JOHN HANCOCK LIFE INSURANCE COMPANY2+ years

Service code 15 · EIN 01-0233346

P.O. BOX 600 · BUFFALO, NY 142010600

Recordkeeping

$1,006

STEWART FILMSCREEN CORP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEWART FILMSCREEN CORP 401(K) PROFIT SHARING 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