Retirement plan

LEWIS BRASS & COPPER HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Name: LEWIS BRASS & COPPER COMPANY, INC. - LEWIS BRASS & COPPER HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: LEWIS BRASS & COPPER COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEWIS BRASS & COPPER HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN, LEWIS BRASS & COPPER COMPANY, INC.

LEWIS BRASS & COPPER COMPANY, INC.EIN 20-2114641Plan #004PY 2018

69-60 79TH STREET - MIDDLE VILLAGE, NY 11379718-894-1442lewisbrass.comLinkedIn11-50 employeesmining & metals

Other plans on this EIN

2 filings

#003Retirement-$2.2M assets #005Retirement-$23K assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.2M

+21.5% from 2017

Total participants

-46.2% from 2017

Average account balance

$1,461,470

+125.6% from 2017

Annual return

13.68%

+5.64 pp from 2017

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.10M

Not enough data

1 years with asset history on file

Average account balance

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

$157K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.96%

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

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 codes2P3H

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$229922 / participant

Other / not subdivided$1M100.0%

% of EOY assets

13.485%

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

$1,461,470

$135,645+977.4%

$110,243+1225.7%

$135,380+979.5%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

13.68%

513.24%-499.6pp

314.76%-301.1pp

519.81%-506.1pp

Employer contribution / active EE

$313,526

$4,907+6289.6%

$3,827+8093.2%

$4,779+6460.7%

Participant deferral / active EE

$5,507-100.0%

$4,672-100.0%

$5,609-100.0%

Admin fee / account holder

$197,076

$11,458+1620.0%

$8,548+2205.6%

$10,828+1720.0%

LEWIS BRASS & COPPER HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEWIS BRASS & COPPER HOLDING COMPANY 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