Retirement plan

VISTA METALS GEORGIA 401(K) & PROFIT SHARING PLAN

Name: VMC SPECIALTY ALLOYS LLC - VISTA METALS GEORGIA 401(K) & PROFIT SHARING PLAN (2022) 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 2022

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

Other plans on this EIN

1 filing

#003Retirement-$1.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

-9.8% from 2021

Total participants

-2.3% from 2021

Average account balance

$42,293

-19.5% from 2021

Annual return

-17.21%

-34.87 pp from 2021

Benchmarks

See 14,494 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,494 peers

Snapshot2022

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$187K

$2710 / participant

Other / not subdivided$187K100.0%

% of EOY assets

5.896%

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

$42,293

$71,878-41.2%

$86,698-51.2%

$68,486-38.2%

Participation rate

87.0%

72.2%+14.7pp

76.6%+10.4pp

67.9%+19.1pp

Annual return

-17.21%

3.53%-20.7pp

35.95%-53.2pp

-7.85%-9.4pp

Employer contribution / active EE

$2,580

$2,173+18.7%

$2,837-9.1%

$2,597-0.7%

Participant deferral / active EE

$3,752

$3,779-0.7%

$4,656-19.4%

$4,028-6.8%

Admin fee / account holder

$2,493

$6,113-59.2%

$7,493-66.7%

$5,404-53.9%

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