Retirement plan

STULZ SICKLES STEEL COMPANY PROFIT SHARING PLAN

Name: STULZ SICKLES STEEL COMPANY - STULZ SICKLES STEEL COMPANY PROFIT SHARING PLAN (2016) Form 5500
Creator: STULZ SICKLES STEEL COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STULZ SICKLES STEEL COMPANY PROFIT SHARING PLAN, STULZ SICKLES STEEL COMPANY

STULZ SICKLES STEEL COMPANYEIN 22-1212820Plan #001PY 2016

2 CAMPUS DRIVE - BURLINGTON, NJ 08016908-351-1776stulzsicklessteel.comLinkedIn11-50 employeesmining & metals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

+19.8% from 2015

Total participants

-23.1% from 2015

Average account balance

$155,898

-0.9% from 2015

Annual return

10.42%

+14.12 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.20M

Not enough data

1 years with asset history on file

Average account balance

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

$357K

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.

121.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$362K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+9.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1548

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$60K

$2054 / participant

Other / not subdivided$60K100.0%

% of EOY assets

1.317%

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

$155,898

$60,349+158.3%

$74,184+110.2%

$62,881+147.9%

Participation rate

96.6%

72.7%+23.8pp

76.6%+19.9pp

69.3%+27.2pp

Annual return

10.42%

21.38%-11.0pp

17.74%-7.3pp

20.14%-9.7pp

Employer contribution / active EE

$10,838

$1,680+545.0%

$2,370+357.3%

$2,281+375.2%

Participant deferral / active EE

$2,571

$2,856-10.0%

$3,550-27.6%

$3,203-19.7%

Admin fee / account holder

$2,054

$4,261-51.8%

$5,586-63.2%

$4,296-52.2%

STULZ SICKLES STEEL COMPANY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STULZ SICKLES STEEL COMPANY 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