Retirement plan

ARLINGTON INDUSTRIES INC. 401(K) SAVINGS PLAN

Name: ARLINGTON INDUSTRIES, INC. - ARLINGTON INDUSTRIES INC. 401(K) SAVINGS PLAN (2017) Form 5500
Creator: ARLINGTON INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARLINGTON INDUSTRIES INC. 401(K) SAVINGS PLAN, ARLINGTON INDUSTRIES, INC.

ARLINGTON INDUSTRIES, INC.EIN 24-0836856Plan #001PY 2017

1 STAUFFER INDUSTRIAL PARK - SCRANTON, PA 18517570-562-0270aifittings.comLinkedIn201-500 employeeselectrical/electronic manufacturing

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$19.9M

+6.1% from 2016

Total participants

370

+1.9% from 2016

Average account balance

$53,726

+4.1% from 2016

Annual return

9.48%

+7.57 pp from 2016

Benchmarks

See 1,152 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,152 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.76M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

391

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.

72.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.09M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$222

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 3 by compensation

Provider	Service type	Compensation
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE FINANCIAL Service code 15 · EIN 27-1033755	Recordkeeping	$35,292
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY Service code 19 · EIN 20-1591048	Securities Custodian	$35,292
LPL FINANCIAL2+ years Service code 27 · EIN 95-2834236	Advisory (Plan)	$27,742

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$60K

$195 / participant

Contract admin$60K100.0%

% of EOY assets

0.302%

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: ROSEN & GLASER CPA'S, P.C.
Auditor EIN: 113042264
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,726

$75,284-28.6%

$91,004-41.0%

$69,631-22.8%

Participation rate

100.0%

80.4%+19.6pp

75.6%+24.4pp

70.7%+29.3pp

Annual return

9.48%

48.40%-38.9pp

4.60%+4.9pp

27571.02%-27561.5pp

Employer contribution / active EE

$2,335

$2,473-5.6%

$2,456-4.9%

$2,032+14.9%

Participant deferral / active EE

$1,839

$3,700-50.3%

$3,548-48.2%

$3,224-43.0%

Admin fee / account holder

$162

$111+46.7%

$5,417-97.0%

$110+46.9%

Provider

Service type

Compensation

ASPIRE FINANCIAL SERVICES2+ years

Filed as: ASPIRE FINANCIAL

Service code 15 · EIN 27-1033755

Recordkeeping

$35,292

LT TRUST COMPANY2+ years

Filed as: MG TRUST COMPANY

Service code 19 · EIN 20-1591048

Securities Custodian

$35,292

LPL FINANCIAL2+ years

Service code 27 · EIN 95-2834236

Advisory (Plan)

$27,742

ARLINGTON INDUSTRIES INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARLINGTON INDUSTRIES INC. 401(K) SAVINGS 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