Retirement plan

SIGMA MANUFACTURING 401(K) PLAN

Name: SIGMA MANUFACTURING, LLC - SIGMA MANUFACTURING 401(K) PLAN (2018) Form 5500
Creator: SIGMA MANUFACTURING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIGMA MANUFACTURING 401(K) PLAN, SIGMA MANUFACTURING, LLC

SIGMA MANUFACTURING, LLCEIN 27-3870719Plan #001PY 2018

4875 DEEN RD - MARIETTA, GA 300661065678-324-5761sigmamanufacturing.comLinkedIn51-200 employeeselectrical/electronic manufacturing

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$678K

+2.6% from 2017

Total participants

0.0% from 2017

Average account balance

$26,070

-5.3% from 2017

Annual return

-3.92%

-19.07 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$119

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 codes2J3D

Plan features

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

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

$77K

$3488 / participant

Other / not subdivided$77K100.0%

% of EOY assets

11.321%

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

$26,070

$92,219-71.7%

$76,766-66.0%

$135,382-80.7%

Participation rate

81.8%

79.8%+2.0pp

77.0%+4.9pp

82.6%-0.8pp

Annual return

-3.92%

5.46%-9.4pp

2.43%-6.3pp

519.77%-523.7pp

Employer contribution / active EE

$2,001

$3,216-37.8%

$2,485-19.5%

$4,779-58.1%

Participant deferral / active EE

$3,447

$4,508-23.5%

$3,851-10.5%

$5,609-38.5%

Admin fee / account holder

$2,951

$10,749-72.5%

$6,675-55.8%

$10,829-72.7%

SIGMA MANUFACTURING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIGMA MANUFACTURING 401(K) 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