Retirement plan

ACME CARBIDE DIE INC SALARY REDUCTION & RETIREMENT PLAN

Name: ACME CARBIDE DIE, INC. - ACME CARBIDE DIE INC SALARY REDUCTION & RETIREMENT PLAN (2017) Form 5500
Creator: ACME CARBIDE DIE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACME CARBIDE DIE INC SALARY REDUCTION & RETIREMENT PLAN, ACME CARBIDE DIE, INC.

ACME CARBIDE DIE, INC.EIN 38-1493469Plan #001PY 2017

6202 EXECUTIVE DRIVE E. - WESTLAND, MI 48185734-722-2303acmecarbide.comLinkedIn11-50 employeespublic safety

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$952K

+16.5% from 2016

Total participants

No prior year

Average account balance

$118,991

No prior year

Annual return

12.75%

+11.90 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

$921K

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+8.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17451

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 codes2J

Plan features

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

$4K

$465 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.391%

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

$118,991

$98,240+21.1%

$82,312+44.6%

$147,586-19.4%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

12.75%

30.85%-18.1pp

25.88%-13.1pp

578.59%-565.8pp

Employer contribution / active EE

$3,192-100.0%

$2,428-100.0%

$4,876-100.0%

Participant deferral / active EE

$4,220

$4,383-3.7%

$3,706+13.9%

$5,439-22.4%

Admin fee / account holder

$465

$8,563-94.6%

$5,608-91.7%

$10,886-95.7%

ACME CARBIDE DIE INC SALARY REDUCTION & RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACME CARBIDE DIE INC SALARY REDUCTION & 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