Retirement plan

VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728

Name: VIKING PUMP, INC., A UNIT OF IDEX CORPORATION - VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728 (2020) Form 5500
Creator: VIKING PUMP, INC., A UNIT OF IDEX CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728, VIKING PUMP, INC., A UNIT OF IDEX CORPORATION

VIKING PUMP, INC., A UNIT OF IDEX CORPORATIONEIN 13-3372066Plan #050PY 2020

3100 SANDERS ROAD, SUITE 301 - NORTHBROOK, IL 60062847-498-7070LinkedIn51-200 employeesmachinery

Other plans on this EIN

1 filing

#049Retirement-$4.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.2M

-7.3% from 2019

Total participants

110

-8.3% from 2019

Average account balance

$133,648

+3.2% from 2019

Annual return

11.60%

-7.74 pp from 2019

Benchmarks

See 14,879 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,879 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.38M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

128.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$380K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2549

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

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$10,349

Plan features & details

Pension benefit codes2E2F2G2J3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$10K

$133 / participant

Investment mgmt$2K21.7%
Contract admin$7K68.7%
Other / not subdivided$9959.6%

% of EOY assets

0.073%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FGMK, LLC
Auditor EIN: 362929601
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$133,648

$78,423+70.4%

$95,964+39.3%

$79,856+67.4%

Participation rate

94.9%

73.5%+21.4pp

77.1%+17.8pp

69.6%+25.2pp

Annual return

11.60%

19.37%-7.8pp

91.64%-80.0pp

31.71%-20.1pp

Employer contribution / active EE

$1,945-100.0%

$2,541-100.0%

$2,471-100.0%

Participant deferral / active EE

$4,281

$3,440+24.4%

$4,167+2.7%

$3,741+14.5%

Admin fee / account holder

$98

$5,622-98.3%

$6,797-98.6%

$5,306-98.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.5 years

Filed as: VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$10,349

VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728

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