Retirement plan

PLZ AEROSCIENCE 401(K) PROFIT SHARING PLAN & TRUST

Name: PLZ AEROSCIENCE CORPORATION - PLZ AEROSCIENCE 401(K) PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: PLZ AEROSCIENCE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLZ AEROSCIENCE 401(K) PROFIT SHARING PLAN & TRUST, PLZ AEROSCIENCE CORPORATION

PLZ AEROSCIENCE CORPORATIONEIN 20-3193854Plan #001PY 2015

1005 WESTGATE DRIVE - ADDISON, IL 60101630-543-7600plzcorp.comLinkedIn1001-5000 employeeschemicals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$25.4M

No prior year

Total participants

603

No prior year

Average account balance

$42,134

No prior year

Annual return

0.02%

No prior year

Benchmarks

See 1,069 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,069 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$73.76M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

1,395

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.

79.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.09M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$189

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 2 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: GREAT WEST Service code 15 · EIN 84-0467907	Recordkeeping	$66,137
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$6,796

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$73K

$165 / participant

Contract admin$73K100.0%

% of EOY assets

0.287%

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: FGMK, LLC
Auditor EIN: 363656090
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,134

$62,324-32.4%

$68,509-38.5%

$55,191-23.7%

Participation rate

100.0%

78.9%+21.1pp

74.7%+25.3pp

69.2%+30.8pp

Annual return

0.02%

4.26%-4.2pp

8.27%-8.3pp

10.78%-10.8pp

Employer contribution / active EE

$2,872

$2,223+29.2%

$2,278+26.1%

$1,899+51.3%

Participant deferral / active EE

$2,399

$3,425-30.0%

$3,382-29.1%

$3,046-21.3%

Admin fee / account holder

$121

$91+32.3%

$5,275-97.7%

$91+33.2%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: GREAT WEST

Service code 15 · EIN 84-0467907

Recordkeeping

$66,137

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: ADVISED ASSET GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$6,796

PLZ AEROSCIENCE 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLZ AEROSCIENCE 401(K) PROFIT SHARING PLAN & TRUST

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