Retirement plan

NATIONAL TUBE SUPPLY COMPANY 401(K) SAVINGS PLAN

Name: NATIONAL TUBE SUPPLY COMPANY - NATIONAL TUBE SUPPLY COMPANY 401(K) SAVINGS PLAN (2015) Form 5500
Creator: NATIONAL TUBE SUPPLY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL TUBE SUPPLY COMPANY 401(K) SAVINGS PLAN, NATIONAL TUBE SUPPLY COMPANY

NATIONAL TUBE SUPPLY COMPANYEIN 36-3720618Plan #001PY 2015

925 CENTRAL AVENUE - UNIVERSITY PARK, IL 60484708-534-2700nationaltubesupply.comLinkedIn51-200 employeesmining & metals

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$5.2M

No prior year

Total participants

181

No prior year

Average account balance

$36,868

No prior year

Annual return

0.98%

No prior year

Benchmarks

See 2,111 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,111 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.62M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

180

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.

61.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.38M

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

+13.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$330

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

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$36,742
RETIREMENT SOLUTION GROUP1+ years Filed as: RETIREMENT SOLUTION GROUP, LLC Service code 13 328 S. JEFFERSON STE 420 · CHICAGO, IL 60661	Contract Administrator	$6,000
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$12
LORIA FINANCIAL GROUP, LLC1+ years Filed as: LORIA FINANCIAL GROUP LLC Service code 55 7500 S. COUNTY LINE ROAD · BURR RIDGE, IL 60527	Other Commissions	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$37K

$249 / participant

Contract admin$37K100.0%

% of EOY assets

0.698%

all-in expense ratio

Categories reported

1 / 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: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,868

$57,108-35.4%

$94,229-60.9%

$52,331-29.5%

Participation rate

73.5%

72.9%+0.5pp

78.8%-5.3pp

68.1%+5.4pp

Annual return

0.98%

1.47%-0.5pp

10.68%-9.7pp

4.54%-3.6pp

Employer contribution / active EE

$964

$1,735-44.4%

$3,587-73.1%

$1,882-48.8%

Participant deferral / active EE

$3,492

$3,040+14.9%

$4,320-19.2%

$3,022+15.5%

Admin fee / account holder

$257

$546-52.9%

$6,269-95.9%

$592-56.5%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$36,742

RETIREMENT SOLUTION GROUP1+ years

Filed as: RETIREMENT SOLUTION GROUP, LLC

Service code 13

328 S. JEFFERSON STE 420 · CHICAGO, IL 60661

Contract Administrator

$6,000

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: ADVISED ASSET GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$12

LORIA FINANCIAL GROUP, LLC1+ years

Filed as: LORIA FINANCIAL GROUP LLC

Service code 55

7500 S. COUNTY LINE ROAD · BURR RIDGE, IL 60527

Other Commissions

NATIONAL TUBE SUPPLY COMPANY 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL TUBE SUPPLY COMPANY 401(K) SAVINGS PLAN

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