Retirement plan

LANZ FURNACE & FIREPLACE RETIREMENT SAVINGS PLAN

Name: LANZ FURNACE & FIREPLACE - LANZ FURNACE & FIREPLACE RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: LANZ FURNACE & FIREPLACE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LANZ FURNACE & FIREPLACE RETIREMENT SAVINGS PLAN, LANZ FURNACE & FIREPLACE

LANZ FURNACE & FIREPLACEEIN 27-2417875Plan #001PY 2015

305 2ND STREET - MONRE, WI 53566608-325-2581LinkedIn11-50 employeesindividual & family services

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$138K

No prior year

Total participants

No prior year

Average account balance

$19,661

No prior year

Annual return

-7.12%

No prior year

Benchmarks

See 30,162 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,162 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$407K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

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

+14.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$511

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 codes2E2G2J3D2F

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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$1K

$299 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.088%

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

$19,661

$87,546-77.5%

$75,784-74.1%

$125,389-84.3%

Participation rate

80.0%

80.2%-0.2pp

75.8%+4.2pp

83.2%-3.2pp

Annual return

-7.12%

13.49%-20.6pp

9.68%-16.8pp

282.24%-289.4pp

Employer contribution / active EE

$1,008

$3,930-74.3%

$3,323-69.7%

$4,866-79.3%

Participant deferral / active EE

$1,224

$4,230-71.1%

$3,652-66.5%

$5,352-77.1%

Admin fee / account holder

$214

$6,503-96.7%

$5,300-96.0%

$9,541-97.8%

LANZ FURNACE & FIREPLACE RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LANZ FURNACE & FIREPLACE RETIREMENT 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