Retirement plan

THE HALL CHINA COMPANY AND THE UNITED STEEL, PAPER RUBBER, MANUFACTURING, ENERGY, ALLIED INDUSTRIAL A INTERNATIONAL AND LOCAL 417M INDIVIDUA

Name: HALL CHINA COMPANY - THE HALL CHINA COMPANY AND THE UNITED STEEL, PAPER RUBBER, MANUFACTURING, ENERGY, ALLIED INDUSTRIAL A INTERNATIONAL AND LOCAL 417M INDIVIDUA (2020) Form 5500
Creator: HALL CHINA COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE HALL CHINA COMPANY AND THE UNITED STEEL, PAPER RUBBER, MANUFACTURING, ENERGY, ALLIED INDUSTRIAL A INTERNATIONAL AND LOCAL 417M INDIVIDUA, HALL CHINA COMPANY

HALL CHINA COMPANYEIN 34-0271600Plan #003PY 2020

1 ANNA AVENUE - EAST LIVERPOOL, OH 43920330-385-2900fiestafactorydirect.comLinkedIn501-1000 employeesretail

Other plans on this EIN

2 filings

#002Retirement-$7.3M assets #004Retirement-$2.0M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+0.7% from 2019

Total participants

-15.7% from 2019

Average account balance

$30,208

+19.4% from 2019

Annual return

8.20%

-3.39 pp from 2019

Benchmarks

See 5,720 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,720 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-45.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2T

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$238K

$5168 / participant

Other / not subdivided$238K100.0%

% of EOY assets

11.243%

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

$30,208

$81,208-62.8%

$98,920-69.5%

$79,856-62.2%

Participation rate

100.0%

72.5%+27.5pp

76.0%+24.0pp

69.6%+30.4pp

Annual return

8.20%

60.99%-52.8pp

196.47%-188.3pp

31.71%-23.5pp

Employer contribution / active EE

$1,112

$1,960-43.2%

$2,689-58.6%

$2,471-55.0%

Participant deferral / active EE

$3,265-100.0%

$4,245-100.0%

$3,741-100.0%

Admin fee / account holder

$3,396

$6,013-43.5%

$6,643-48.9%

$5,306-36.0%

THE HALL CHINA COMPANY AND THE UNITED STEEL, PAPER RUBBER, MANUFACTURING, ENERGY, ALLIED INDUSTRIAL A INTERNATIONAL AND LOCAL 417M INDIVIDUA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE HALL CHINA COMPANY AND THE UNITED STEEL, PAPER RUBBER, MANUFACTURING, ENERGY, ALLIED INDUSTRIAL A INTERNATIONAL AND LOCAL 417M INDIVIDUA

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