Retirement plan

PRO-TEC COATING COMPANY 401(K) RETIREMENT PLAN

Name: PRO-TEC COATING CO - PRO-TEC COATING COMPANY 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: PRO-TEC COATING CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRO-TEC COATING COMPANY 401(K) RETIREMENT PLAN, PRO-TEC COATING CO

PRO-TEC COATING COEIN 25-1635459Plan #002PY 2015

5500 PRO-TEC PARKWAY - LEIPSIC, OH 45856419-943-1131proteccoating.comLinkedIn201-500 employeesautomotive

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$66.3M

No prior year

Total participants

333

No prior year

Average account balance

$199,221

No prior year

Annual return

0.63%

No prior year

Benchmarks

See 2,226 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,226 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$152.03M

Not enough data

1 years with asset history on file

Average account balance

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

$303K

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.

501

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071	Directed Trustee	$2,994

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SCHROEDER & CO., CPA'S, LLC
Auditor EIN: 311526242
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$199,221

$72,770+173.8%

$67,652+194.5%

$55,191+261.0%

Participation rate

100.0%

78.8%+21.2pp

75.7%+24.3pp

69.2%+30.8pp

Annual return

0.63%

-3.26%+3.9pp

6625.40%-6624.8pp

10.78%-10.2pp

Employer contribution / active EE

$4,843

$1,769+173.7%

$2,266+113.7%

$1,899+155.0%

Participant deferral / active EE

$6,756

$3,408+98.2%

$3,560+89.8%

$3,046+121.8%

Admin fee / account holder

$79-100.0%

$4,821-100.0%

$91-100.0%

Provider

Service type

Compensation

AMERICAN FUNDS1+ years

Filed as: CAPITAL RESEARCH & MANAGEMENT CO.

Service code 25 · EIN 95-1411037

333 SOUTH HOPE STREET · LOS ANGELES, CA 90071

Directed Trustee

$2,994

PRO-TEC COATING COMPANY 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PRO-TEC COATING COMPANY 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion