Retirement plan

COMMERCIAL UAW 401K PLAN

Name: COMMERCIAL STEEL TREATING CORP. - COMMERCIAL UAW 401K PLAN (2017) Form 5500
Creator: COMMERCIAL STEEL TREATING CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMERCIAL UAW 401K PLAN, COMMERCIAL STEEL TREATING CORP.

COMMERCIAL STEEL TREATING CORP.EIN 38-0437420Plan #005PY 2017

31440 STEPHENSON HIGHWAY - MADISON HEIGHTS, MI 480711621248-588-3300

Other plans on this EIN

2 filings

#004Retirement-$30.0M assets #003Retirement-$1.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+27.3% from 2016

Total participants

-9.3% from 2016

Average account balance

$26,480

+40.3% from 2016

Annual return

22.26%

+16.20 pp from 2016

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.90%

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 codes2F2G2J3H2E3D

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$113K

$2568 / participant

Other / not subdivided$113K100.0%

% of EOY assets

8.709%

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

$26,480

$67,602-60.8%

$82,312-67.8%

$70,126-62.2%

Participation rate

100.0%

72.8%+27.2pp

76.9%+23.1pp

69.5%+30.5pp

Annual return

22.26%

21.57%+0.7pp

25.88%-3.6pp

73.15%-50.9pp

Employer contribution / active EE

$2,223

$1,755+26.7%

$2,428-8.5%

$2,343-5.1%

Participant deferral / active EE

$1,522

$2,987-49.0%

$3,706-58.9%

$3,332-54.3%

Admin fee / account holder

$2,306

$4,512-48.9%

$5,608-58.9%

$4,645-50.4%

COMMERCIAL UAW 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMERCIAL UAW 401K 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