Retirement plan

ELLIOTT COMPANY CONSOLIDATED SAVINGS PLAN

Name: ELLIOTT COMPANY - ELLIOTT COMPANY CONSOLIDATED SAVINGS PLAN (2023) Form 5500
Creator: ELLIOTT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELLIOTT COMPANY CONSOLIDATED SAVINGS PLAN, ELLIOTT COMPANY

ELLIOTT COMPANYEIN 25-1555755Plan #003PY 2023

901 NORTH FOURTH STREET - JEANNETTE, PA 156441473724-600-8231

Other plans on this EIN

2 filings

#010Retirement-$245.4M assets #011Retirement-$18.6M assets

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed March 21, 2022 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

901 North Fourth Street

Jeannette, PA 15644

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Plans declared (1)

Elliott Company Supplemental Savings Plan23 emp

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Total assets (EOY)

$356.3M

-9.5% from 2016

Total participants

1,975

+3.2% from 2016

Average account balance

$180,416

-12.0% from 2016

Annual return

17.64%

-7.90 pp from 2016

Benchmarks

See 809 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort809 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$395.92M

Not enough data

1 years with asset history on file

Average account balance

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

$199K

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.

1,986

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.

99.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25.74M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+16.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$82

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$316,454

Plan features & details

Pension benefit codes2E2F2G2J2K

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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$318K

$254 / participant

Recordkeeping$203K63.6%
Investment mgmt$97K30.6%
Other / not subdivided$19K5.8%

% of EOY assets

0.089%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SISTERSON & CO. LLP
Auditor EIN: 251467156
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$180,416

$104,544+72.6%

$96,564+86.8%

$80,187+125.0%

Participation rate

100.0%

86.4%+13.6pp

76.0%+24.0pp

72.9%+27.1pp

Annual return

17.64%

21.79%-4.2pp

25.89%-8.3pp

40.40%-22.8pp

Employer contribution / active EE

$7,395

$3,527+109.6%

$2,967+149.3%

$2,980+148.2%

Participant deferral / active EE

$10,843

$6,170+75.7%

$4,852+123.5%

$5,016+116.2%

Admin fee / account holder

$161

$107+50.9%

$8,256-98.0%

$145+11.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.9+ years

Filed as: VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$316,454

ELLIOTT COMPANY CONSOLIDATED SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELLIOTT COMPANY CONSOLIDATED SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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