Retirement plan

ACME INDUSTRIAL 401(K) SALARY REDUCTION PLAN AND TRUST

Name: ACME INDUSTRIAL COMPANY - ACME INDUSTRIAL 401(K) SALARY REDUCTION PLAN AND TRUST (2016) Form 5500
Creator: ACME INDUSTRIAL COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACME INDUSTRIAL 401(K) SALARY REDUCTION PLAN AND TRUST, ACME INDUSTRIAL COMPANY

ACME INDUSTRIAL COMPANYEIN 36-0702460Plan #002PY 2016

441 MAPLE AVE - CARPENTERSVILLE, IL 601101939847-428-3911acmeindustrial.comLinkedIn51-200 employeesmachinery

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.8M

+2.7% from 2015

Total participants

115

-10.2% from 2015

Average account balance

$24,689

+12.6% from 2015

Annual return

4.86%

+5.35 pp from 2015

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.56M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

138

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$344K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$245

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

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 codes2E2F2G2J2T3D

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

Expense breakdown

Schedule H Part II

Admin total

$22K

$205 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.771%

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: BANSLEY AND KIENER LLP
Auditor EIN: 362152389
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,689

$60,165-59.0%

$74,184-66.7%

$55,167-55.2%

Participation rate

100.0%

74.2%+25.8pp

76.6%+23.4pp

69.0%+31.0pp

Annual return

4.86%

10.00%-5.1pp

17.74%-12.9pp

169.23%-164.4pp

Employer contribution / active EE

$488

$1,600-69.5%

$2,370-79.4%

$1,963-75.1%

Participant deferral / active EE

$1,651

$2,973-44.5%

$3,550-53.5%

$3,054-45.9%

Admin fee / account holder

$190

$419-54.6%

$5,586-96.6%

$504-62.2%

ACME INDUSTRIAL 401(K) SALARY REDUCTION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACME INDUSTRIAL 401(K) SALARY REDUCTION 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