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Retirement plan

SCHWEITZER ENGINEERING LABORATORIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

SCHWEITZER ENGINEERING LABORATORIES, INC.EIN 91-1196408Plan #001PY 2016
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2350 NE HOPKINS COURT - PULLMAN, WA 991635603509-332-1890selinc.comLinkedIn5001-10000 employeesutilities
Other plans on this EIN
1 filing
#003Retirement-$94.0M assets
Prospect flagsLow participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
JOSEPH NESTEGARD
Signed 10/16/2017
(509) 332-1890
How to read this page

Summary metrics

Total assets (EOY)
$698.2M
-7.2% from 2016
Total participants
3,122
-8.8% from 2016
Average account balance
$224,565
+1.8% from 2016
Annual return
6.88%
-5.67 pp from 2016

Benchmarks

See 780 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants1,000-4,999
Cohort780 peers
Snapshot2016
Participant deferral / active EE
$0
median $3,767
Employer contribution / active EE
$11,299
median $1,953
Participation rate
99.5%
median 93.0%
Avg account balance
$224,565
median $65,074
Admin fee / account holder
$0
median $46
Annual return
6.88%
median 8.11%
Overall peer rank
68th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$3.16B
Average account balance
Total assets / participants with a balance (line 6g)
$679K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
4,659
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
99.7%
Contributions (total)
Employer and participant dollars contributed each year
$40.56M
Contributions per participant
Average employer and participant contribution per enrolled participant
$9K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+6.02%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

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.

Top hat statement on fileNQDC

Filed September 23, 2015 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2C2I2P2Q3H3I
Plan features
  • 2C
    Money purchase plan
    Money purchase pension plan other than a target benefit plan.
  • 2I
    Stock bonus
    Stock bonus plan.
  • 2P
    Leveraged ESOP
    Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
  • 2Q
    ESOP maintained by an S corporation
    The employer maintaining this ESOP is an S corporation.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
  • 3I
    Employer securities investment required
    Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped
  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II
Admin total
$30
$0 / participant
  • Other / not subdivided$30100.0%
% of EOY assets
0.000%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
RSM US LLP
Auditor EIN
420714325
Audit fees
(not subdivided)
Opinion code
Unqualified