Retirement plan

INDIANA LIMESTONE ACQUISTION, LLC DBA INDIANA LIMESTONE COMPANY 401(K) PLAN

Name: INDIANA LIMESTONE ACQUISTION, LLC DBA INDIANA LIMESTONE COMPANY - INDIANA LIMESTONE ACQUISTION, LLC DBA INDIANA LIMESTONE COMPANY 401(K) PLAN (2016) Form 5500
Creator: INDIANA LIMESTONE ACQUISTION, LLC DBA INDIANA LIMESTONE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDIANA LIMESTONE ACQUISTION, LLC DBA INDIANA LIMESTONE COMPANY 401(K) PLAN, INDIANA LIMESTONE ACQUISTION, LLC DBA INDIANA LIMESTONE COMPANY

INDIANA LIMESTONE ACQUISTION, LLC DBA INDIANA LIMESTONE COMPANYEIN 37-1754014Plan #001PY 2016

123 S COLLEGE AVENUE - BLOOMINGTON, IN 47404812-275-3341LinkedIn201-500 employeesmining & metals

Prospect flagsLow assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$2.1M

+50.7% from 2015

Total participants

269

+99.3% from 2015

Average account balance

$8,357

-26.1% from 2015

Annual return

10.76%

+5.25 pp from 2015

Benchmarks

See 293 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants100-249

Cohort293 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.82M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

265

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.

94.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$394

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 3 by compensation

Provider	Service type	Compensation
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$17,497
NATIONAL BENEFIT SERVICES, LLC1 year Filed as: NATIONAL BENEFIT SERVICES, INC. Service code 99 · EIN 36-2998347 300 W. ADAMS SUITE 415 · CHICAGO, IL 60606	Other Fees	$3,678
REGIONS BANK1 year Service code 27 P.O. BOX 11525 · BIRMINGHAM, AL 35211	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2J2K2F2G3D

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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$4K

$21 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.173%

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: UHY LLP
Auditor EIN: 200694403
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$8,357

$61,616-86.4%

$105,754-92.1%

$55,167-84.9%

Participation rate

91.9%

72.9%+19.0pp

78.9%+13.0pp

69.0%+22.9pp

Annual return

10.76%

11.15%-0.4pp

12.25%-1.5pp

169.23%-158.5pp

Employer contribution / active EE

$1,748

$3,043-42.5%

$4,079-57.1%

$1,963-10.9%

Participant deferral / active EE

$2,259

$4,213-46.4%

$5,326-57.6%

$3,054-26.0%

Admin fee / account holder

$14

$379-96.2%

$8,309-99.8%

$504-97.1%

Provider

Service type

Compensation

NATIONWIDE2+ years

Service code 15 · EIN 31-1592130

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$17,497

NATIONAL BENEFIT SERVICES, LLC1 year

Filed as: NATIONAL BENEFIT SERVICES, INC.

Service code 99 · EIN 36-2998347

300 W. ADAMS SUITE 415 · CHICAGO, IL 60606

Other Fees

$3,678

REGIONS BANK1 year

Service code 27

P.O. BOX 11525 · BIRMINGHAM, AL 35211

Advisory (Plan)

INDIANA LIMESTONE ACQUISTION, LLC DBA INDIANA LIMESTONE COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDIANA LIMESTONE ACQUISTION, LLC DBA INDIANA LIMESTONE COMPANY 401(K) 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