Retirement plan

KEYSTONE IRON & METAL COMPANY, INC. EMPLOYEES' PROFIT SHARING PLAN

Name: KEYSTONE IRON & METAL COMPANY, INC. - KEYSTONE IRON & METAL COMPANY, INC. EMPLOYEES' PROFIT SHARING PLAN (2017) Form 5500
Creator: KEYSTONE IRON & METAL COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEYSTONE IRON & METAL COMPANY, INC. EMPLOYEES' PROFIT SHARING PLAN, KEYSTONE IRON & METAL COMPANY, INC.

KEYSTONE IRON & METAL COMPANY, INC.EIN 25-1284823Plan #002PY 2017

4903 EAST CARSON STREET - PITTSBURGH, PA 152071943412-462-1520keystoneim.comLinkedIn1-10 employeescomputer software

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.9M

+11.8% from 2016

Total participants

0.0% from 2016

Average account balance

$701,548

+11.8% from 2016

Annual return

9.04%

+5.49 pp from 2016

Benchmarks

See 22,203 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,203 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.69M

Not enough data

1 years with asset history on file

Average account balance

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

$961K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$187K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+8.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3088

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 codes2E2F2H

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$40K

$5719 / participant

Other / not subdivided$40K100.0%

% of EOY assets

0.815%

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

$701,548

$144,124+386.8%

$117,857+495.3%

$147,585+375.4%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

9.04%

531.17%-522.1pp

335.09%-326.0pp

578.57%-569.5pp

Employer contribution / active EE

$17,215

$4,897+251.6%

$3,786+354.7%

$4,876+253.0%

Participant deferral / active EE

$5,316-100.0%

$4,482-100.0%

$5,439-100.0%

Admin fee / account holder

$5,719

$10,886-47.5%

$8,020-28.7%

$10,885-47.5%

KEYSTONE IRON & METAL COMPANY, INC. EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEYSTONE IRON & METAL COMPANY, INC. EMPLOYEES' 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