Retirement plan

VISTA METALS GEORGIA PRODUCTION EMPLOYEES 401(K)

Name: VMC SPECIALTY ALLOYS LLC - VISTA METALS GEORGIA PRODUCTION EMPLOYEES 401(K) (2017) Form 5500
Creator: VMC SPECIALTY ALLOYS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VISTA METALS GEORGIA PRODUCTION EMPLOYEES 401(K), VMC SPECIALTY ALLOYS LLC

VMC SPECIALTY ALLOYS LLCdba VISTA METALS GEORGIAEIN 27-1043263Plan #003PY 2017

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

Other plans on this EIN

1 filing

#001Retirement-$1.7M assets

Prospect flagsLow assets / participantLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$562K

+51.8% from 2016

Total participants

165

+36.4% from 2016

Average account balance

$3,931

+25.2% from 2016

Annual return

14.38%

+9.89 pp from 2016

Benchmarks

See 4,147 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,147 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.86M

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

338

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$691K

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

+11.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33

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

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 codes2E2F2G2J3D3H

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.
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

3 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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$37K

$336 / participant

Other / not subdivided$37K100.0%

% of EOY assets

6.515%

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

$3,931

$64,909-93.9%

$82,312-95.2%

$62,293-93.7%

Participation rate

79.8%

74.9%+4.9pp

76.9%+2.9pp

69.5%+10.3pp

Annual return

14.38%

21.18%-6.8pp

25.88%-11.5pp

28.90%-14.5pp

Employer contribution / active EE

$829

$1,676-50.5%

$2,428-65.8%

$2,042-59.4%

Participant deferral / active EE

$761

$3,103-75.5%

$3,706-79.5%

$3,169-76.0%

Admin fee / account holder

$256

$440-41.7%

$5,608-95.4%

$479-46.6%

VISTA METALS GEORGIA PRODUCTION EMPLOYEES 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VISTA METALS GEORGIA PRODUCTION EMPLOYEES 401(K)

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