Retirement plan

ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN

Name: ANGELL-DEMMEL NORTH AMERICA CORPORATION DBA ALUTRIM NORTH AMERICA CORP - ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN (2015) Form 5500
Creator: ANGELL-DEMMEL NORTH AMERICA CORPORATION DBA ALUTRIM NORTH AMERICA CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN, ANGELL-DEMMEL NORTH AMERICA CORPORATION DBA ALUTRIM NORTH AMERICA CORP

ANGELL-DEMMEL NORTH AMERICA CORPORATION DBA ALUTRIM NORTH AMERICA CORPEIN 26-3215759Plan #004PY 2015

1516 STANLEY AVE. - DAYTON, OH 45404270-699-3128

Other plans on this EIN

2 filings

#005Retirement-$4.7M assets #001Retirement-$501K assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

139

No prior year

Average account balance

$9,240

No prior year

Annual return

-0.96%

No prior year

Benchmarks

See 13,685 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort13,685 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.75M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+10.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$989

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

Top 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346	Recordkeeping	$96

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$36 / participant

Contract admin$3K100.0%

% of EOY assets

0.264%

all-in expense ratio

Categories reported

1 / 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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$9,240

$56,197-83.6%

$67,652-86.3%

$59,633-84.5%

Participation rate

100.0%

71.5%+28.5pp

75.7%+24.3pp

68.7%+31.3pp

Annual return

-0.96%

18508.10%-18509.1pp

6625.40%-6626.4pp

2041.45%-2042.4pp

Employer contribution / active EE

$592

$1,615-63.3%

$2,266-73.9%

$2,203-73.1%

Participant deferral / active EE

$1,141

$2,844-59.9%

$3,560-67.9%

$3,192-64.2%

Admin fee / account holder

$24

$3,958-99.4%

$4,821-99.5%

$4,297-99.4%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA

Service code 15 · EIN 01-0233346

Recordkeeping

$96

ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS 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