Retirement plan

ANGOLA WIRE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Name: ANGOLA WIRE PRODUCTS, INC. - ANGOLA WIRE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ANGOLA WIRE PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANGOLA WIRE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN, ANGOLA WIRE PRODUCTS, INC.

ANGOLA WIRE PRODUCTS, INC.EIN 35-1537695Plan #003PY 2017

803 WOHLERT STREET - ANGOLA, IN 467031030260-665-9447angolawire.comLinkedIn51-200 employeesmining & metals

Other plans on this EIN

1 filing

#001Retirement-$7.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.7M

+15.7% from 2016

Total participants

162

-6.9% from 2016

Average account balance

$48,199

+17.7% from 2016

Annual return

17.53%

+9.09 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

$10.03M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

81.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$662K

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

+21.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$212

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 2 by compensation

Provider	Service type	Compensation
NYHART3+ years Service code 15 · EIN 35-0966414	Recordkeeping	$15,932
PENSIONMARK FINANCIAL GROUP LLC3+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 26 2829 EAST DUPONT ROAD · FORT WAYNE, IN 46825	Advisory (Participants)	$12,483

Plan features & details

Pension benefit codes2E2F2J2T3D

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).
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$32K

$206 / participant

Investment mgmt$12K39.5%
Other / not subdivided$19K60.5%

% of EOY assets

0.555%

all-in expense ratio

Categories reported

1 / 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: BADEN GAGE & SCHROEDER LLC
Auditor EIN: 351939627
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,199

$64,909-25.7%

$82,312-41.4%

$62,293-22.6%

Participation rate

71.2%

74.9%-3.6pp

76.9%-5.7pp

69.5%+1.7pp

Annual return

17.53%

21.18%-3.7pp

25.88%-8.3pp

28.90%-11.4pp

Employer contribution / active EE

$1,676-100.0%

$2,428-100.0%

$2,042-100.0%

Participant deferral / active EE

$1,728

$3,103-44.3%

$3,706-53.4%

$3,169-45.5%

Admin fee / account holder

$268

$440-39.1%

$5,608-95.2%

$479-44.2%

Provider

Service type

Compensation

NYHART3+ years

Service code 15 · EIN 35-0966414

Recordkeeping

$15,932

PENSIONMARK FINANCIAL GROUP LLC3+ years

Filed as: PENSIONMARK RETIREMENT GROUP

Service code 26

2829 EAST DUPONT ROAD · FORT WAYNE, IN 46825

Advisory (Participants)

$12,483

ANGOLA WIRE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANGOLA WIRE PRODUCTS, INC. 401(K) 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