Retirement plan

CARBON GRAPHITE MATERIALS INC. 401(K) PROFIT SHARING PLAN

Name: CARBON GRAPHITE MATERIALS INC. - CARBON GRAPHITE MATERIALS INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: CARBON GRAPHITE MATERIALS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARBON GRAPHITE MATERIALS INC. 401(K) PROFIT SHARING PLAN, CARBON GRAPHITE MATERIALS INC.

CARBON GRAPHITE MATERIALS INC.EIN 26-3310254Plan #001PY 2016

115 CENTRAL AVENUE - BROCTON, NY 14716716-792-7979cgmgraphite.comLinkedIn11-50 employeesmining & metals

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$117K

+38.4% from 2015

Total participants

-12.5% from 2015

Average account balance

$16,773

+58.2% from 2015

Annual return

7.84%

+6.52 pp from 2015

Benchmarks

See 22,113 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,113 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$410K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$239

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 codes2E2F2J2T3D

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).
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

1 tripped

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

$2K

$232 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.385%

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

$16,773

$131,835-87.3%

$108,582-84.6%

$273,972-93.9%

Participation rate

100.0%

83.5%+16.5pp

79.6%+20.4pp

83.0%+17.0pp

Annual return

7.84%

-91.57%+99.4pp

-51.70%+59.5pp

41.46%-33.6pp

Employer contribution / active EE

$1,837

$4,913-62.6%

$3,758-51.1%

$4,869-62.3%

Participant deferral / active EE

$2,100

$5,127-59.0%

$4,311-51.3%

$5,287-60.3%

Admin fee / account holder

$232

$10,253-97.7%

$7,645-97.0%

$10,133-97.7%

CARBON GRAPHITE MATERIALS INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARBON GRAPHITE MATERIALS INC. 401(K) PROFIT SHARING 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