Retirement plan

STRUKTOL COMPANY AMENDED AND RESTATED TAX DEFERRED SAVINGS PLAN AND TRUST

Name: STRUKTOL COMPANY OF AMERICA - STRUKTOL COMPANY AMENDED AND RESTATED TAX DEFERRED SAVINGS PLAN AND TRUST (2017) Form 5500
Creator: STRUKTOL COMPANY OF AMERICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRUKTOL COMPANY AMENDED AND RESTATED TAX DEFERRED SAVINGS PLAN AND TRUST, STRUKTOL COMPANY OF AMERICA

STRUKTOL COMPANY OF AMERICAEIN 34-1205907Plan #001PY 2017

201 E STEELS CORNERS ROAD - STOW, OH 442244999330-928-5188struktol.comLinkedIn51-200 employeeschemicals

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$7.2M

+13.8% from 2016

Total participants

109

-0.9% from 2016

Average account balance

$110,681

+15.6% from 2016

Annual return

17.20%

+13.47 pp from 2016

Benchmarks

See 1,975 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,975 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.77M

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

49.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$758K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11096

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

Top 2 by compensation

Provider	Service type	Compensation
INVESCO3+ years Service code 50 C/O DST SYSTEMS, INC · KANSAS CITY, MO 641051407	Direct Payment	$7,512
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754	Recordkeeping	$315

Plan features & details

Pension benefit codes2E3D2G2J2F2T

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$77 / participant

Investment mgmt$8K96.0%
Contract admin$3154.0%

% of EOY assets

0.109%

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: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$110,681

$63,314+74.8%

$91,004+21.6%

$62,293+77.7%

Participation rate

56.4%

73.3%-16.9pp

75.6%-19.2pp

69.5%-13.1pp

Annual return

17.20%

21.00%-3.8pp

4.60%+12.6pp

28.90%-11.7pp

Employer contribution / active EE

$1,807-100.0%

$2,456-100.0%

$2,042-100.0%

Participant deferral / active EE

$3,239

$2,944+10.0%

$3,548-8.7%

$3,169+2.2%

Admin fee / account holder

$120

$468-74.2%

$5,417-97.8%

$479-74.9%

Provider

Service type

Compensation

INVESCO3+ years

Service code 50

C/O DST SYSTEMS, INC · KANSAS CITY, MO 641051407

Direct Payment

$7,512

ASCENSUS LLC3+ years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

Recordkeeping

$315

STRUKTOL COMPANY AMENDED AND RESTATED TAX DEFERRED SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRUKTOL COMPANY AMENDED AND RESTATED TAX DEFERRED SAVINGS PLAN AND TRUST

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