Retirement plan

EVRAZ STRATCOR INC. SAVINGS AND INVESTMENT PLAN

Name: EVRAZ STRATCOR INC. - EVRAZ STRATCOR INC. SAVINGS AND INVESTMENT PLAN (2015) Form 5500
Creator: EVRAZ STRATCOR INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVRAZ STRATCOR INC. SAVINGS AND INVESTMENT PLAN, EVRAZ STRATCOR INC.

EVRAZ STRATCOR INC.EIN 06-1165871Plan #002PY 2015

4285 MALVERN ROAD - HOT SPRINGS, AR 71901501-262-1270usvanadium.comLinkedIn51-200 employeesconsumer goods

Other plans on this EIN

1 filing

#001Retirement-$21.7M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$10.4M

No prior year

Total participants

121

No prior year

Average account balance

$85,564

No prior year

Annual return

0.39%

No prior year

Benchmarks

See 850 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants25-99

Cohort850 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$11.06M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

146

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.

97.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+11.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311	Other Commissions	$26,948
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786	Loan Processing	$2,075
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2A2E2G2J2K2S

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$2K

$23 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,564

$59,332+44.2%

$90,223-5.2%

$59,632+43.5%

Participation rate

100.0%

71.9%+28.1pp

79.0%+21.0pp

68.7%+31.3pp

Annual return

0.39%

3.25%-2.9pp

1.31%-0.9pp

2041.28%-2040.9pp

Employer contribution / active EE

$6,372

$3,031+110.3%

$4,378+45.5%

$2,203+189.3%

Participant deferral / active EE

$5,328

$4,369+22.0%

$5,792-8.0%

$3,192+67.0%

Admin fee / account holder

$17

$5,032-99.7%

$7,406-99.8%

$4,297-99.6%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1+ years

Service code 55

HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311

Other Commissions

$26,948

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY INVESTMENT INSTITUTIONAL

Service code 37 · EIN 04-2647786

Loan Processing

$2,075

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 60

Sub-TA Fees

EVRAZ STRATCOR INC. SAVINGS AND INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVRAZ STRATCOR INC. SAVINGS AND 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