Retirement plan

PARA-MEDICAL LABELS 401(K) PLAN AND TRUST

Name: PARA-MEDICAL LABELS - PARA-MEDICAL LABELS 401(K) PLAN AND TRUST (2016) Form 5500
Creator: PARA-MEDICAL LABELS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARA-MEDICAL LABELS 401(K) PLAN AND TRUST, PARA-MEDICAL LABELS

PARA-MEDICAL LABELSEIN 95-3161050Plan #001PY 2016

P.O. BOX 199000 - DIAMOND SPRINGS, CA 95619530-626-5741LinkedIn1-10 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+14.0% from 2015

Total participants

0.0% from 2015

Average account balance

$163,601

+28.2% from 2015

Annual return

12.41%

+16.08 pp from 2015

Benchmarks

See 8,145 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,145 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

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

+10.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32575

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 codes2E2G2J2F2T3D

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

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

Expense breakdown

Schedule H Part II

Admin total

$30K

$3005 / participant

Other / not subdivided$30K100.0%

% of EOY assets

2.296%

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

$163,601

$99,079+65.1%

$78,002+109.7%

$273,972-40.3%

Participation rate

80.0%

78.6%+1.4pp

75.5%+4.5pp

83.0%-3.0pp

Annual return

12.41%

217.93%-205.5pp

425.99%-413.6pp

41.46%-29.0pp

Employer contribution / active EE

$1,874

$3,308-43.3%

$2,470-24.1%

$4,869-61.5%

Participant deferral / active EE

$2,936

$4,306-31.8%

$3,497-16.0%

$5,287-44.5%

Admin fee / account holder

$3,756

$8,954-58.1%

$5,481-31.5%

$10,133-62.9%

PARA-MEDICAL LABELS 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARA-MEDICAL LABELS 401(K) 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