Retirement plan

SDI RETIRMENT PLAN OF MIXED TRANSFERS

Name: STEEL DYNAMICS, INC - SDI RETIRMENT PLAN OF MIXED TRANSFERS (2015) Form 5500
Creator: STEEL DYNAMICS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SDI RETIRMENT PLAN OF MIXED TRANSFERS, STEEL DYNAMICS, INC

STEEL DYNAMICS, INCEIN 35-1929476Plan #003PY 2015

7575 WEST JEFFERSON BLVD. - FORT WAYNE, IN 46804260-459-3553steeldynamics.comLinkedIn10001+ employeesconsumer goods

Other plans on this EIN

1 filing

#001Retirement-$608.2M assets

Prospect flagsRecently cancelled planLow returnsWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2016

Total participants

-100.0% from 2016

Average account balance

-100.0% from 2016

Annual return

-87.14%

-94.74 pp from 2016

Benchmarks

See 18,068 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort18,068 peers

Snapshot2015

Participant deferral / active EE

median $3,059

Employer contribution / active EE

median $1,493

Participation rate

0.0%

median 87.5%

Avg account balance

median $48,763

Admin fee / account holder

median $690

Annual return

-87.14%

median -1.32%

Overall peer rank

2of 100

2nd percentileavg across 6 metrics

Analytics

2015 - 2017

Total assets (EOY)

Plan-year ending balance

Average account balance

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

$49K

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.

2,399

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.

96.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.20M

Not enough data

2 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

-94.95%

Admin fee / account holder

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

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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 codes2A2E2J3H2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
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

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$411K

Other / not subdivided$411K100.0%

% of EOY assets

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

$78,694-100.0%

$67,652-100.0%

$125,389-100.0%

Participation rate

0.0%

78.8%-78.8pp

75.7%-75.7pp

83.2%-83.2pp

Annual return

-87.14%

9.46%-96.6pp

6625.40%-6712.5pp

282.24%-369.4pp

Employer contribution / active EE

$3,044-100.0%

$2,266-100.0%

$4,866-100.0%

Participant deferral / active EE

$4,292-100.0%

$3,560-100.0%

$5,352-100.0%

Admin fee / account holder

$7,403-100.0%

$4,821-100.0%

$9,541-100.0%

SDI RETIRMENT PLAN OF MIXED TRANSFERS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SDI RETIRMENT PLAN OF MIXED TRANSFERS

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