Retirement plan

ORR SCREW MACHINE PRODUCTS INC. NON-CONTRIBUTORY PROFIT SHARING PLAN

Name: ORR SCREW MACHINE PRODUCTS INC. - ORR SCREW MACHINE PRODUCTS INC. NON-CONTRIBUTORY PROFIT SHARING PLAN (2018) Form 5500
Creator: ORR SCREW MACHINE PRODUCTS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORR SCREW MACHINE PRODUCTS INC. NON-CONTRIBUTORY PROFIT SHARING PLAN, ORR SCREW MACHINE PRODUCTS INC.

ORR SCREW MACHINE PRODUCTS INC.EIN 25-1010150Plan #001PY 2018

190 ORR ROAD - GREENSBURG, PA 15601724-668-2256

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.7M

+3.2% from 2017

Total participants

-13.8% from 2017

Average account balance

$204,353

+21.2% from 2017

Annual return

9.12%

-5.82 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.31M

Not enough data

1 years with asset history on file

Average account balance

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

$231K

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.

104.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$210K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+17.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4768

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 codes2E2F2G3D

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.
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

$413K

$17951 / participant

Other / not subdivided$413K100.0%

% of EOY assets

8.784%

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

$204,353

$92,219+121.6%

$76,767+166.2%

$135,380+50.9%

Participation rate

91.3%

79.8%+11.5pp

77.0%+14.3pp

82.6%+8.7pp

Annual return

9.12%

5.46%+3.7pp

2.43%+6.7pp

519.81%-510.7pp

Employer contribution / active EE

$6,270

$3,216+95.0%

$2,485+152.3%

$4,779+31.2%

Participant deferral / active EE

$4,508-100.0%

$3,852-100.0%

$5,609-100.0%

Admin fee / account holder

$17,951

$10,749+67.0%

$6,675+168.9%

$10,828+65.8%

ORR SCREW MACHINE PRODUCTS INC. NON-CONTRIBUTORY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORR SCREW MACHINE PRODUCTS INC. NON-CONTRIBUTORY 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