Retirement plan

CERAMICORP, INC. EMPLOYEE SAVINGS PLAN

Name: MANSFIELD PLUMBING PRODUCTS LLC - CERAMICORP, INC. EMPLOYEE SAVINGS PLAN (2017) Form 5500
Creator: MANSFIELD PLUMBING PRODUCTS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CERAMICORP, INC. EMPLOYEE SAVINGS PLAN, MANSFIELD PLUMBING PRODUCTS LLC

MANSFIELD PLUMBING PRODUCTS LLCEIN 31-1739929Plan #007PY 2017

P.O. BOX 620 - PERRYSVILLE, OH 448640620419-938-5211mansfieldplumbing.comLinkedIn5001-10000 employeesbuilding materials

Other plans on this EIN

2 filings

#001Retirement-$24.9M assets #005Retirement-$12.5M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$11.3M

+11.6% from 2016

Total participants

222

+1.8% from 2016

Average account balance

$60,339

+11.0% from 2016

Annual return

16.13%

+4.89 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

$16.43M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

153

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.

77.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$399K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+45.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$398

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829	Advisory (Plan)	$13,380
JOHN HANCOCK LIFE INSURANCE COMPANY3+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346	Recordkeeping	$11,377

Plan features & details

Pension benefit codes2F2G2J2K3H2E

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.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$29K

$182 / participant

Investment mgmt$18K60.7%
Contract admin$11K39.3%

% of EOY assets

0.256%

all-in expense ratio

Categories reported

2 / 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: CROWE HORWATH, LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,339

$64,909-7.0%

$82,312-26.7%

$62,293-3.1%

Participation rate

78.0%

74.9%+3.1pp

76.9%+1.1pp

69.5%+8.5pp

Annual return

16.13%

21.18%-5.1pp

25.88%-9.8pp

28.90%-12.8pp

Employer contribution / active EE

$902

$1,676-46.2%

$2,428-62.8%

$2,042-55.8%

Participant deferral / active EE

$3,124

$3,103+0.7%

$3,706-15.7%

$3,169-1.4%

Admin fee / account holder

$155

$440-64.8%

$5,608-97.2%

$479-67.7%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY3+ years

Filed as: MORGAN STANLEY

Service code 27 · EIN 20-8764829

Advisory (Plan)

$13,380

JOHN HANCOCK LIFE INSURANCE COMPANY3+ years

Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS.

Service code 15 · EIN 01-0233346

Recordkeeping

$11,377

CERAMICORP, INC. EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CERAMICORP, INC. EMPLOYEE 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