Retirement plan

AURORA METALS DIVISION, LLC HOURLY RATE EMPLOYEES' 401(K) PLAN AND TRUST

Name: AURORA METALS DIVISION, LLC - AURORA METALS DIVISION, LLC HOURLY RATE EMPLOYEES' 401(K) PLAN AND TRUST (2017) Form 5500
Creator: AURORA METALS DIVISION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AURORA METALS DIVISION, LLC HOURLY RATE EMPLOYEES' 401(K) PLAN AND TRUST, AURORA METALS DIVISION, LLC

AURORA METALS DIVISION, LLCEIN 35-1969290Plan #003PY 2017

1995 GREENFIELD AVE. - MONTGOMERY, IL 605381140630-844-4900aurorametals.comLinkedIn51-200 employeesmachinery

Other plans on this EIN

1 filing

#002Retirement-$7.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.6M

+17.5% from 2016

Total participants

140

-0.7% from 2016

Average account balance

$39,796

+17.5% from 2016

Annual return

17.72%

+9.82 pp from 2016

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.98M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

145.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$375K

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

+16.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8210

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 codes2E2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$2K

$32 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.040%

all-in expense ratio

Categories reported

0 / 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: SIKICH LLP
Auditor EIN: 363168081
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,796

$67,602-41.1%

$82,312-51.7%

$70,126-43.3%

Participation rate

100.0%

72.8%+27.2pp

76.9%+23.1pp

69.5%+30.5pp

Annual return

17.72%

21.57%-3.9pp

25.88%-8.2pp

73.15%-55.4pp

Employer contribution / active EE

$2,140

$1,755+21.9%

$2,428-11.9%

$2,343-8.7%

Participant deferral / active EE

$2,254

$2,987-24.5%

$3,706-39.2%

$3,332-32.4%

Admin fee / account holder

$16

$4,512-99.6%

$5,608-99.7%

$4,645-99.7%

AURORA METALS DIVISION, LLC HOURLY RATE EMPLOYEES' 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AURORA METALS DIVISION, LLC HOURLY RATE EMPLOYEES' 401(K) 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