Retirement plan

XL SCREW CORPORATION EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Name: XL SCREW CORPORATION C/O ROBERT H. SACHS - XL SCREW CORPORATION EMPLOYEES' PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: XL SCREW CORPORATION C/O ROBERT H. SACHS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, XL SCREW CORPORATION EMPLOYEES' PROFIT SHARING PLAN AND TRUST, XL SCREW CORPORATION C/O ROBERT H. SACHS

XL SCREW CORPORATION C/O ROBERT H. SACHSEIN 36-2665591Plan #001PY 2017

195 SCHELTER ROAD - LINCOLNSHIRE, IL 60069847-383-2300LinkedIn11-50 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.1M

+18.1% from 2016

Total participants

0.0% from 2016

Average account balance

$197,664

+21.0% from 2016

Annual return

13.15%

+8.24 pp from 2016

Benchmarks

See 9,328 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,328 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.89M

Not enough data

1 years with asset history on file

Average account balance

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

$368K

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.

106.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$541K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+10.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15372

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 codes2E2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$135K

$3558 / participant

Other / not subdivided$135K100.0%

% of EOY assets

1.669%

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

$197,664

$78,705+151.1%

$117,860+67.7%

$70,124+181.9%

Participation rate

100.0%

73.2%+26.8pp

79.7%+20.3pp

69.5%+30.5pp

Annual return

13.15%

23.30%-10.1pp

335.10%-321.9pp

73.14%-60.0pp

Employer contribution / active EE

$5,309

$2,223+138.8%

$3,786+40.2%

$2,342+126.6%

Participant deferral / active EE

$5,813

$3,297+76.3%

$4,482+29.7%

$3,332+74.5%

Admin fee / account holder

$3,298

$5,065-34.9%

$8,021-58.9%

$4,645-29.0%

XL SCREW CORPORATION EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

XL SCREW CORPORATION EMPLOYEES' PROFIT SHARING 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