Retirement plan

RETIREMENT INCOME SECURITY PLAN-CENTRAL STEEL FABRICATORS, INC.

Name: CENTRAL STEEL FABRICATORS, INC. - RETIREMENT INCOME SECURITY PLAN-CENTRAL STEEL FABRICATORS, INC. (2018) Form 5500
Creator: CENTRAL STEEL FABRICATORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT INCOME SECURITY PLAN-CENTRAL STEEL FABRICATORS, INC., CENTRAL STEEL FABRICATORS, INC.

CENTRAL STEEL FABRICATORS, INC.EIN 36-2681782Plan #003PY 2018

2100 PARKES DRIVE - BROADVIEW, IL 60155708-652-2037centralsteelfab.comLinkedIn11-50 employeestelecommunications

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$435K

+28.9% from 2017

Total participants

0.0% from 2017

Average account balance

$19,791

+23.1% from 2017

Annual return

-9.32%

-30.34 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

104.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$791

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 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

$2K

$104 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.527%

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

$19,791

$92,219-78.5%

$76,767-74.2%

$135,380-85.4%

Participation rate

100.0%

79.8%+20.2pp

77.0%+23.0pp

82.6%+17.4pp

Annual return

-9.32%

5.46%-14.8pp

2.43%-11.7pp

519.81%-529.1pp

Employer contribution / active EE

$2,342

$3,216-27.2%

$2,485-5.7%

$4,779-51.0%

Participant deferral / active EE

$3,528

$4,508-21.7%

$3,852-8.4%

$5,609-37.1%

Admin fee / account holder

$104

$10,749-99.0%

$6,675-98.4%

$10,828-99.0%

RETIREMENT INCOME SECURITY PLAN-CENTRAL STEEL FABRICATORS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT INCOME SECURITY PLAN-CENTRAL STEEL FABRICATORS, INC.

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