Retirement plan

THE SLATER MACHINE & TOOL, LLC RETIREMENT PLAN

Name: SLATER MACHINE & TOOL, LLC - THE SLATER MACHINE & TOOL, LLC RETIREMENT PLAN (2017) Form 5500
Creator: SLATER MACHINE & TOOL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SLATER MACHINE & TOOL, LLC RETIREMENT PLAN, SLATER MACHINE & TOOL, LLC

SLATER MACHINE & TOOL, LLCEIN 36-4668690Plan #001PY 2017

13075 NW MOORES VALLEY RD. - YAMHILL, OR 97148503-662-5051

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$914K

+31.7% from 2016

Total participants

0.0% from 2016

Average account balance

$182,850

+31.7% from 2016

Annual return

20.23%

+20.23 pp from 2016

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.41M

Not enough data

1 years with asset history on file

Average account balance

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

$379K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$184K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+16.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$34K

$8425 / participant

Other / not subdivided$34K100.0%

% of EOY assets

3.686%

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

$182,850

$98,240+86.1%

$82,312+122.1%

$147,586+23.9%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

20.23%

30.85%-10.6pp

25.88%-5.7pp

578.59%-558.4pp

Employer contribution / active EE

$16,637

$3,192+421.3%

$2,428+585.1%

$4,876+241.2%

Participant deferral / active EE

$11,734

$4,383+167.7%

$3,706+216.6%

$5,439+115.7%

Admin fee / account holder

$6,740

$8,563-21.3%

$5,608+20.2%

$10,886-38.1%

THE SLATER MACHINE & TOOL, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SLATER MACHINE & TOOL, LLC RETIREMENT 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