Retirement plan

SCHLUTER SYSTEMS L.P. 401(K) PROFIT SHARING PLAN

Name: SCHLUTER SYSTEMS L.P. - SCHLUTER SYSTEMS L.P. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SCHLUTER SYSTEMS L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHLUTER SYSTEMS L.P. 401(K) PROFIT SHARING PLAN, SCHLUTER SYSTEMS L.P.

SCHLUTER SYSTEMS L.P.EIN 14-1772376Plan #001PY 2017

194 PLEASANT RIDGE ROAD - PLATTSBURGH, NY 129015841518-562-2410schluter.comLinkedIn501-1000 employeesbuilding materials

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$18M

+33.6% from 2016

Total participants

626

+24.2% from 2016

Average account balance

$38,909

+13.4% from 2016

Annual return

19.53%

+13.28 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$69.97M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

1,261

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.

99.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$240

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037	Recordkeeping	$6,270

Plan features & details

Pension benefit codes2A2E2G2J3D3H

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.
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.
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

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

$6K

$11 / participant

Contract admin$6K100.0%

% of EOY assets

0.035%

all-in expense ratio

Categories reported

1 / 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: RODL LANGFORD DE KOCK
Auditor EIN: 582594719
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,909

$155,795-75.0%

$136,298-71.5%

$69,631-44.1%

Participation rate

70.6%

75.2%-4.6pp

81.9%-11.3pp

70.7%-0.1pp

Annual return

19.53%

232464.33%-232444.8pp

5156.27%-5136.7pp

27571.02%-27551.5pp

Employer contribution / active EE

$2,915

$2,991-2.5%

$4,696-37.9%

$2,032+43.4%

Participant deferral / active EE

$1,525

$5,394-71.7%

$6,247-75.6%

$3,224-52.7%

Admin fee / account holder

$14

$128-89.4%

$9,244-99.9%

$110-87.7%

Provider

Service type

Compensation

AMERICAN FUNDS3+ years

Filed as: CAPITAL RESEARCH & MANAGEMENT CO

Service code 15 · EIN 95-1411037

Recordkeeping

$6,270

SCHLUTER SYSTEMS L.P. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHLUTER SYSTEMS L.P. 401(K) PROFIT SHARING 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