Retirement plan

CELINA ALUMINUM PRECISION TECHNOLOGY INC 401(K) SAVINGS PLAN

Name: CELINA ALUMINUM PRECISION TECHNOLOGY INC - CELINA ALUMINUM PRECISION TECHNOLOGY INC 401(K) SAVINGS PLAN (2019) Form 5500
Creator: CELINA ALUMINUM PRECISION TECHNOLOGY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CELINA ALUMINUM PRECISION TECHNOLOGY INC 401(K) SAVINGS PLAN, CELINA ALUMINUM PRECISION TECHNOLOGY INC

CELINA ALUMINUM PRECISION TECHNOLOGY INCEIN 35-1928465Plan #001PY 2019

7059 STAEGER RD - CELINA, OH 458229395419-586-2278capt-celina.comLinkedIn201-500 employeesautomotive

Other plans on this EIN

1 filing

#002Retirement-$17.8M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$26.4M

+4.6% from 2018

Total participants

591

+2.4% from 2018

Average account balance

$50,668

+1.8% from 2018

Annual return

5.23%

-6.71 pp from 2018

Benchmarks

See 2,415 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,415 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.41M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

358

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.92M

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

+4.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$131

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 1 by compensation

Provider	Service type	Compensation
MINNESOTA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 41-0417830	Contract Administrator	$39,283

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$39K

$86 / participant

Contract admin$39K100.0%

% of EOY assets

0.149%

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: FLAGEL HUBER FLAGEL
Auditor EIN: 310796034
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,668

$73,404-31.0%

$87,104-41.8%

$67,579-25.0%

Participation rate

84.6%

80.9%+3.8pp

76.9%+7.8pp

71.3%+13.4pp

Annual return

5.23%

48.29%-43.1pp

28.19%-23.0pp

378.56%-373.3pp

Employer contribution / active EE

$799

$2,014-60.3%

$2,521-68.3%

$2,148-62.8%

Participant deferral / active EE

$3,138

$3,913-19.8%

$4,048-22.5%

$3,539-11.3%

Admin fee / account holder

$75

$142-46.7%

$7,491-99.0%

$142-47.0%

Provider

Service type

Compensation

MINNESOTA LIFE INSURANCE COMPANY4+ years

Service code 13 · EIN 41-0417830

Contract Administrator

$39,283

CELINA ALUMINUM PRECISION TECHNOLOGY INC 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CELINA ALUMINUM PRECISION TECHNOLOGY INC 401(K) 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