Retirement plan

ALLEGHENY MINERAL COMPANY EMPLOYEE PROFIT SHARING PLAN

Name: ALLEGHENY MINERAL COMPANY - ALLEGHENY MINERAL COMPANY EMPLOYEE PROFIT SHARING PLAN (2022) Form 5500
Creator: ALLEGHENY MINERAL COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEGHENY MINERAL COMPANY EMPLOYEE PROFIT SHARING PLAN, ALLEGHENY MINERAL COMPANY

ALLEGHENY MINERAL COMPANYEIN 25-1004140Plan #001PY 2022

1 GLADE PARK EAST, P.O. BOX 1022 - KITTANNING, PA 16201724-548-8101alleghenymineral.comLinkedIn51-200 employeesmining & metals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.7M

-22.9% from 2021

Total participants

194

-4.4% from 2021

Average account balance

$70,812

-22.9% from 2021

Annual return

-13.54%

-25.28 pp from 2021

Benchmarks

See 274 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants100-249

Cohort274 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.62M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

188

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

$920K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$147

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
TRANSAMERICA RETIREMENT SOLUTIONS8+ years Service code 12 · EIN 13-3689044	Recordkeeping fees; Recordkeeping and...	$28,887
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2E2F2G2T3D3H

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.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$29K

$216 / participant

Other / not subdivided$29K100.0%

% of EOY assets

0.210%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SCHNEIDER DOWNS AND CO. INC
Auditor EIN: 251408703
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,812

$64,871+9.2%

$129,118-45.2%

$66,938+5.8%

Participation rate

100.0%

74.0%+26.0pp

77.2%+22.8pp

69.8%+30.2pp

Annual return

-13.54%

-12.21%-1.3pp

-10.94%-2.6pp

1.58%-15.1pp

Employer contribution / active EE

$5,794

$3,741+54.9%

$5,051+14.7%

$2,545+127.6%

Participant deferral / active EE

$5,090-100.0%

$6,539-100.0%

$4,238-100.0%

Admin fee / account holder

$149

$629-76.3%

$14,305-99.0%

$594-74.9%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS8+ years

Service code 12 · EIN 13-3689044

Recordkeeping fees; Recordkeeping and...

$28,887

NATIONAL FINANCIAL SERVICES8+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

ALLEGHENY MINERAL COMPANY EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLEGHENY MINERAL COMPANY EMPLOYEE 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