Retirement plan

MARSHALL STAMPING COMPANY RETIREMENT PLAN

Name: MARSHALL STAMPING COMPANY - MARSHALL STAMPING COMPANY RETIREMENT PLAN (2017) Form 5500
Creator: MARSHALL STAMPING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARSHALL STAMPING COMPANY RETIREMENT PLAN, MARSHALL STAMPING COMPANY

MARSHALL STAMPING COMPANYEIN 25-1305162Plan #001PY 2017

355 GLADE MILLS ROAD - VALENCIA, PA 16059724-898-2900marshallstamping.comLinkedIn1-10 employeesbuilding materials

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+29.3% from 2016

Total participants

+6.7% from 2016

Average account balance

$44,873

+21.2% from 2016

Annual return

17.51%

+12.74 pp from 2016

Benchmarks

See 5,958 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.79M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

126.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$152K

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

+10.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2700

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$15K

$549 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.032%

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

$44,873

$67,411-33.4%

$91,004-50.7%

$70,126-36.0%

Participation rate

100.0%

71.4%+28.6pp

75.6%+24.4pp

69.5%+30.5pp

Annual return

17.51%

-40.16%+57.7pp

4.60%+12.9pp

73.15%-55.6pp

Employer contribution / active EE

$1,554

$1,786-13.0%

$2,456-36.7%

$2,343-33.6%

Participant deferral / active EE

$3,454

$2,823+22.4%

$3,548-2.6%

$3,332+3.7%

Admin fee / account holder

$463

$4,236-89.1%

$5,417-91.5%

$4,645-90.0%

MARSHALL STAMPING COMPANY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARSHALL STAMPING COMPANY RETIREMENT 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