Retirement plan

OVERHEAD DOOR CO. OF GREATER PITTSBURGH 401(K) PROFIT SHARING PLAN

Name: ALLIED MATERIALS CO., DBA - OVERHEAD DOOR CO. OF GREATER PITTSBURGH 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ALLIED MATERIALS CO., DBA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OVERHEAD DOOR CO. OF GREATER PITTSBURGH 401(K) PROFIT SHARING PLAN, ALLIED MATERIALS CO., DBA

ALLIED MATERIALS CO., DBAEIN 25-1013451Plan #001PY 2017

400 POPLAR STREET - PITTSBURGH, PA 15223412-781-4000

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+31.3% from 2016

Total participants

-2.3% from 2016

Average account balance

$37,711

+35.7% from 2016

Annual return

19.31%

+11.68 pp from 2016

Benchmarks

See 14,319 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,319 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.63M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

82.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$523K

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

+12.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8595

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 codes2E2F2J2T3D

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).
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

$97K

$2419 / participant

Other / not subdivided$97K100.0%

% of EOY assets

8.554%

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

$37,711

$63,342-40.5%

$92,236-59.1%

$70,131-46.2%

Participation rate

70.0%

68.7%+1.3pp

76.5%-6.5pp

69.5%+0.5pp

Annual return

19.31%

530.15%-510.8pp

176.29%-157.0pp

73.14%-53.8pp

Employer contribution / active EE

$1,762

$2,471-28.7%

$3,679-52.1%

$2,342-24.8%

Participant deferral / active EE

$3,242

$2,854+13.6%

$3,897-16.8%

$3,332-2.7%

Admin fee / account holder

$3,226

$3,840-16.0%

$5,194-37.9%

$4,645-30.6%

OVERHEAD DOOR CO. OF GREATER PITTSBURGH 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OVERHEAD DOOR CO. OF GREATER PITTSBURGH 401(K) 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