Retirement plan

SUPERIOR TECHNICAL CERAMICS CORP. EMPLOYEES' SAVINGS PLAN

Name: SUPERIOR TECHNICAL CERAMICS CORPORATION - SUPERIOR TECHNICAL CERAMICS CORP. EMPLOYEES' SAVINGS PLAN (2017) Form 5500
Creator: SUPERIOR TECHNICAL CERAMICS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPERIOR TECHNICAL CERAMICS CORP. EMPLOYEES' SAVINGS PLAN, SUPERIOR TECHNICAL CERAMICS CORPORATION

SUPERIOR TECHNICAL CERAMICS CORPORATIONEIN 22-1543838Plan #002PY 2017

600 INDUSTRIAL PARK ROAD - ST. ALBANS, VT 05478802-527-7726

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$17.2M

+3.1% from 2016

Total participants

168

+4.3% from 2016

Average account balance

$109,092

-0.9% from 2016

Annual return

15.15%

+11.22 pp from 2016

Benchmarks

See 1,975 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,975 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.51M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

297

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

$1.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$172

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

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 codes2E2F2G2J3D3H

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.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

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: KITTELL BRANAGAN & SARGENT
Auditor EIN: 030302296
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$109,092

$63,314+72.3%

$91,004+19.9%

$62,293+75.1%

Participation rate

92.7%

73.3%+19.4pp

75.6%+17.1pp

69.5%+23.2pp

Annual return

15.15%

21.00%-5.8pp

4.60%+10.6pp

28.90%-13.7pp

Employer contribution / active EE

$3,431

$1,807+89.8%

$2,456+39.7%

$2,042+68.0%

Participant deferral / active EE

$4,394

$2,944+49.3%

$3,548+23.9%

$3,169+38.6%

Admin fee / account holder

$468-100.0%

$5,417-100.0%

$479-100.0%

SUPERIOR TECHNICAL CERAMICS CORP. EMPLOYEES' SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SUPERIOR TECHNICAL CERAMICS CORP. EMPLOYEES' SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion