Retirement plan

ASHAWAY LINE & TWINE MFG. CO. PROFIT SHARING PLAN AND TRUST

Name: ASHAWAY LINE & TWINE MFG. CO. - ASHAWAY LINE & TWINE MFG. CO. PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: ASHAWAY LINE & TWINE MFG. CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASHAWAY LINE & TWINE MFG. CO. PROFIT SHARING PLAN AND TRUST, ASHAWAY LINE & TWINE MFG. CO.

ASHAWAY LINE & TWINE MFG. CO.EIN 05-0101200Plan #001PY 2018

P.O. BOX 549 - ASHAWAY, RI 02804401-377-2221ashawayusa.comLinkedIn51-200 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.6M

+4.0% from 2017

Total participants

-7.1% from 2017

Average account balance

$88,308

+10.0% from 2017

Annual return

8.27%

-2.85 pp from 2017

Benchmarks

See 2,389 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,389 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.52M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$258K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+7.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12778

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

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

$398K

$8834 / participant

Other / not subdivided$398K100.0%

% of EOY assets

8.657%

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

$88,308

$54,162+63.0%

$68,612+28.7%

$64,173+37.6%

Participation rate

100.0%

68.1%+31.9pp

72.2%+27.8pp

69.6%+30.4pp

Annual return

8.27%

-1.62%+9.9pp

-4.63%+12.9pp

7.63%+0.6pp

Employer contribution / active EE

$1,934

$1,846+4.8%

$2,625-26.3%

$2,381-18.8%

Participant deferral / active EE

$2,442

$2,626-7.0%

$3,311-26.2%

$3,470-29.6%

Admin fee / account holder

$7,645

$4,029+89.8%

$5,131+49.0%

$4,887+56.4%

ASHAWAY LINE & TWINE MFG. CO. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASHAWAY LINE & TWINE MFG. CO. 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