Retirement plan

UNITED ALUMINUM CORPORATION SALARIED EMPLOYEES' SAVINGS & INVESTMENT PLAN

Name: UNITED ALUMINUM CORPORATION SALARIED EMPLOYEE SAVINGS & INVESTMENT - UNITED ALUMINUM CORPORATION SALARIED EMPLOYEES' SAVINGS & INVESTMENT PLAN (2016) Form 5500
Creator: UNITED ALUMINUM CORPORATION SALARIED EMPLOYEE SAVINGS & INVESTMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED ALUMINUM CORPORATION SALARIED EMPLOYEES' SAVINGS & INVESTMENT PLAN, UNITED ALUMINUM CORPORATION SALARIED EMPLOYEE SAVINGS & INVESTMENT

UNITED ALUMINUM CORPORATION SALARIED EMPLOYEE SAVINGS & INVESTMENTEIN 06-0572100Plan #003PY 2016

100 UNITED DRIVE - NORTH HAVEN, CT 064733218203-239-5881unitedaluminum.comLinkedIn51-200 employeesconsumer goods

Other plans on this EIN

2 filings

#001Retirement-$4.8M assets #005Retirement-$3.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$22.2M

+8.4% from 2015

Total participants

-21.1% from 2015

Average account balance

$246,177

+37.3% from 2015

Annual return

6.41%

+5.21 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.81M

Not enough data

1 years with asset history on file

Average account balance

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

$372K

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.

107

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.

125.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.94M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+16.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29163

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$722K

$10023 / participant

Other / not subdivided$722K100.0%

% of EOY assets

3.257%

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

$246,177

$60,349+307.9%

$74,184+231.8%

$62,881+291.5%

Participation rate

100.0%

72.7%+27.3pp

76.6%+23.4pp

69.3%+30.7pp

Annual return

6.41%

21.38%-15.0pp

17.74%-11.3pp

20.14%-13.7pp

Employer contribution / active EE

$5,893

$1,680+250.7%

$2,370+148.6%

$2,281+158.3%

Participant deferral / active EE

$9,831

$2,856+244.2%

$3,550+176.9%

$3,203+206.9%

Admin fee / account holder

$8,019

$4,261+88.2%

$5,586+43.6%

$4,296+86.7%

UNITED ALUMINUM CORPORATION SALARIED EMPLOYEES' SAVINGS & INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED ALUMINUM CORPORATION SALARIED EMPLOYEES' SAVINGS & INVESTMENT 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