Retirement plan

AM/NS CALVERT LLC 401K PLAN

Name: AM/NS CALVERT LLC - AM/NS CALVERT LLC 401K PLAN (2016) Form 5500
Creator: AM/NS CALVERT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AM/NS CALVERT LLC 401K PLAN, AM/NS CALVERT LLC

AM/NS CALVERT LLCEIN 26-0206522Plan #001PY 2016

1 AM/NS WAY - CALVERT, AL 36513251-289-3279arcelormittalcalvert.comLinkedIn1001-5000 employeesmining & metals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$71.4M

-17.9% from 2016

Total participants

1,773

-1.7% from 2016

Average account balance

$40,919

-16.2% from 2016

Annual return

10.69%

-9.36 pp from 2016

Benchmarks

See 780 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort780 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$288.55M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

2,477

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.

97.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30.71M

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

+19.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 3 by compensation

Provider	Service type	Compensation
CROWSHIELDSBAILEY PC1 year Service code 10 · EIN 63-0968374	Accounting	$32,000
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 37 · EIN 04-2647786	Loan Processing	$10,230
BUTZEL LONG1 year Service code 29 · EIN 38-2384883	Legal	$7,550

Plan features & details

Pension benefit codes2E2G2J2K2T

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.
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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$26K

$17 / participant

Other / not subdivided$26K100.0%

% of EOY assets

0.037%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WILKINS MILLER
Auditor EIN: 270355040
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,919

$80,211-49.0%

$74,184-44.8%

$63,975-36.0%

Participation rate

98.1%

84.2%+14.0pp

76.6%+21.5pp

71.1%+27.0pp

Annual return

10.69%

14.13%-3.4pp

17.74%-7.0pp

48.65%-38.0pp

Employer contribution / active EE

$2,636

$2,553+3.2%

$2,370+11.2%

$2,182+20.8%

Participant deferral / active EE

$4,456

$4,370+2.0%

$3,550+25.5%

$3,356+32.8%

Admin fee / account holder

$15

$67-77.6%

$5,586-99.7%

$70-78.7%

Provider

Service type

Compensation

CROWSHIELDSBAILEY PC1 year

Service code 10 · EIN 63-0968374

Accounting

$32,000

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 37 · EIN 04-2647786

Loan Processing

$10,230

BUTZEL LONG1 year

Service code 29 · EIN 38-2384883

Legal

$7,550

AM/NS CALVERT LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AM/NS CALVERT LLC 401K 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