Retirement plan

PIQUA EMERY CUTTER & FOUNDRY CO. , INC. THRIFT INCENTIVE AND PROFIT SHARING PLAN

Name: PIQUA EMERY CUTTER & FOUNDRY CO INC - PIQUA EMERY CUTTER & FOUNDRY CO. , INC. THRIFT INCENTIVE AND PROFIT SHARING PLAN (2019) Form 5500
Creator: PIQUA EMERY CUTTER & FOUNDRY CO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIQUA EMERY CUTTER & FOUNDRY CO. , INC. THRIFT INCENTIVE AND PROFIT SHARING PLAN, PIQUA EMERY CUTTER & FOUNDRY CO INC

PIQUA EMERY CUTTER & FOUNDRY CO INCEIN 31-0407830Plan #001PY 2019

821 SOUTH DOWNING STREET - PIQUA, OH 45356937-773-4134

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$940K

+23.3% from 2018

Total participants

+4.3% from 2018

Average account balance

$21,373

+14.9% from 2018

Annual return

16.91%

+22.45 pp from 2018

Benchmarks

See 14,957 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,957 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

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.

74.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

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

+10.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2091

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 codes2E2F2G2J2T3D

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.
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.

Opportunity flags

2 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.

Expense breakdown

Schedule H Part II

Admin total

$9K

$270 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.004%

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

$21,373

$72,492-70.5%

$87,104-75.5%

$72,975-70.7%

Participation rate

85.7%

72.8%+12.9pp

76.9%+8.8pp

69.5%+16.2pp

Annual return

16.91%

24.46%-7.5pp

28.19%-11.3pp

81.01%-64.1pp

Employer contribution / active EE

$1,894-100.0%

$2,521-100.0%

$2,440-100.0%

Participant deferral / active EE

$1,459

$3,270-55.4%

$4,048-64.0%

$3,608-59.6%

Admin fee / account holder

$215

$5,055-95.8%

$7,491-97.1%

$5,124-95.8%

PIQUA EMERY CUTTER & FOUNDRY CO. , INC. THRIFT INCENTIVE AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIQUA EMERY CUTTER & FOUNDRY CO. , INC. THRIFT INCENTIVE AND 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