Retirement plan

ALMATIS, INC. SAVINGS PLAN

Name: ALMATIS, INC. - ALMATIS, INC. SAVINGS PLAN (2015) Form 5500
Creator: ALMATIS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALMATIS, INC. SAVINGS PLAN, ALMATIS, INC.

ALMATIS, INC.EIN 30-0222885Plan #001PY 2015

501 W PARK ROAD - LEETSDALE, PA 15056501-776-4652

Other plans on this EIN

1 filing

#002Retirement-$3.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$36.8M

No prior year

Total participants

417

No prior year

Average account balance

$92,252

No prior year

Annual return

-0.02%

No prior year

Benchmarks

See 201 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants250-999

Cohort201 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$48.21M

Not enough data

1 years with asset history on file

Average account balance

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

$157K

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.

307

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

$2.68M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$363

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

Top 4 by compensation

Provider	Service type	Compensation
AON CONSULTING1+ years Service code 16 · EIN 22-2232264	Consulting	$38,230
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Service code 12 · EIN 13-3689044	Claims processing; Recordkeeping fees...	$10,920
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$1,151
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$49K

$145 / participant

Other / not subdivided$49K100.0%

% of EOY assets

0.134%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DELOITTE & TOUCHE LLP
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,252

$65,263+41.4%

$90,223+2.2%

$55,191+67.1%

Participation rate

94.7%

79.0%+15.7pp

79.0%+15.6pp

69.2%+25.5pp

Annual return

-0.02%

2.81%-2.8pp

1.31%-1.3pp

10.78%-10.8pp

Employer contribution / active EE

$4,374

$4,153+5.3%

$4,378-0.1%

$1,899+130.3%

Participant deferral / active EE

$5,205

$5,564-6.5%

$5,792-10.1%

$3,046+70.8%

Admin fee / account holder

$123

$116+6.1%

$7,406-98.3%

$91+35.7%

Provider

Service type

Compensation

AON CONSULTING1+ years

Service code 16 · EIN 22-2232264

Consulting

$38,230

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Service code 12 · EIN 13-3689044

Claims processing; Recordkeeping fees...

$10,920

CHARLES SCHWAB & CO., INC.1+ years

Filed as: CHARLES SCHWAB & CO, INC.

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$1,151

NATIONAL FINANCIAL SERVICES1+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

ALMATIS, INC. SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALMATIS, INC. 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