Retirement plan

VISTA METALS GEORGIA 401(K) & PROFIT SHARING PLAN

Name: VMC SPECIALTY ALLOYS LLC - VISTA METALS GEORGIA 401(K) & PROFIT SHARING PLAN (2018) Form 5500
Creator: VMC SPECIALTY ALLOYS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VISTA METALS GEORGIA 401(K) & PROFIT SHARING PLAN, VMC SPECIALTY ALLOYS LLC

VMC SPECIALTY ALLOYS LLCdba VISTA METALS GEORGIAEIN 27-1043263Plan #001PY 2018

800 MARTIN LUTHER KING DRIVE - ADAIRSVILLE, GA 30103909-823-4278LinkedIn1-10 employeesmining & metals

Other plans on this EIN

1 filing

#003Retirement-$702K assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+26.2% from 2017

Total participants

+22.4% from 2017

Average account balance

$38,910

+5.2% from 2017

Annual return

-9.56%

-27.26 pp from 2017

Benchmarks

See 14,949 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,949 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.93M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

109.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$308K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1203

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 codes3H2E2H2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$24K

$461 / participant

Other / not subdivided$24K100.0%

% of EOY assets

1.140%

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

$38,910

$62,589-37.8%

$76,768-49.3%

$64,173-39.4%

Participation rate

88.5%

72.8%+15.6pp

77.0%+11.5pp

69.6%+18.9pp

Annual return

-9.56%

-1.95%-7.6pp

2.43%-12.0pp

7.63%-17.2pp

Employer contribution / active EE

$8,987

$1,832+390.5%

$2,485+261.6%

$2,381+277.5%

Participant deferral / active EE

$2,821

$3,145-10.3%

$3,852-26.7%

$3,470-18.7%

Admin fee / account holder

$444

$4,667-90.5%

$6,675-93.4%

$4,887-90.9%

VISTA METALS GEORGIA 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VISTA METALS GEORGIA 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