Retirement plan

CAMERON MANUFACTURING & DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

Name: CAMERON MANUFACTURING & DESIGN - CAMERON MANUFACTURING & DESIGN EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: CAMERON MANUFACTURING & DESIGN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMERON MANUFACTURING & DESIGN EMPLOYEE STOCK OWNERSHIP PLAN, CAMERON MANUFACTURING & DESIGN

CAMERON MANUFACTURING & DESIGNEIN 16-1206646Plan #003PY 2017

727 BLOSTEIN BLVD - HORSEHEADS, NY 148452739607-739-3606cameronmfg.comLinkedIn201-500 employeesmachinery

Other plans on this EIN

1 filing

#001Retirement-$7.5M assets

Prospect flagsLow returnsLow participant contribution

How to read this page

Total assets (EOY)

$65.8M

-0.2% from 2016

Total participants

322

+64.3% from 2016

Average account balance

$204,248

-49.8% from 2016

Annual return

0.69%

+7.96 pp from 2016

Benchmarks

See 4,147 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,147 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$38.24M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

256

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

-15.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1 year Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553	Other Services	$12,435
RADCLIFFE CORPORATE SERVICES2+ years Filed as: RADCLIFFE, DUNCAN I. Service code 49 120 CORPORATE WOODS · ROCHESTER, NY 146231455	Other Services	$11,532

Plan features & details

Pension benefit codes2E2I2K2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
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.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MENGEL, METZGER & BARR
Auditor EIN: 161092347
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$204,248

$64,909+214.7%

$82,312+148.1%

$62,293+227.9%

Participation rate

100.0%

74.9%+25.1pp

76.9%+23.1pp

69.5%+30.5pp

Annual return

0.69%

21.18%-20.5pp

25.88%-25.2pp

28.90%-28.2pp

Employer contribution / active EE

$4,517

$1,676+169.5%

$2,428+86.0%

$2,042+121.2%

Participant deferral / active EE

$3,103-100.0%

$3,706-100.0%

$3,169-100.0%

Admin fee / account holder

$440-100.0%

$5,608-100.0%

$479-100.0%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1 year

Filed as: PRINCIPAL SECURITIES INC

Service code 49 · EIN 42-0941553

Other Services

$12,435

RADCLIFFE CORPORATE SERVICES2+ years

Filed as: RADCLIFFE, DUNCAN I.

Service code 49

120 CORPORATE WOODS · ROCHESTER, NY 146231455

Other Services

$11,532

CAMERON MANUFACTURING & DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMERON MANUFACTURING & DESIGN EMPLOYEE STOCK OWNERSHIP 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