Retirement plan

SAYLOR-BEALL UAW 401(K) PLAN

Name: SAYLOR-BEALL MANUFACTURING COMPANY - SAYLOR-BEALL UAW 401(K) PLAN (2017) Form 5500
Creator: SAYLOR-BEALL MANUFACTURING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAYLOR-BEALL UAW 401(K) PLAN, SAYLOR-BEALL MANUFACTURING COMPANY

SAYLOR-BEALL MANUFACTURING COMPANYEIN 38-1985207Plan #003PY 2017

400 NORTH KIBBEE STREET - ST. JOHNS, MI 488791602989-224-2371saylor-beall.comLinkedIn11-50 employeesmechanical or industrial engineering

Other plans on this EIN

2 filings

#001Retirement-$406K assets #002Retirement-$215K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$815K

+3.3% from 2016

Total participants

+21.1% from 2016

Average account balance

$42,885

+3.3% from 2016

Annual return

13.93%

+4.80 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

$849K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

168.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

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

+9.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1895

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 codes2E2G2J3D

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.
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

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

$125K

$6241 / participant

Other / not subdivided$125K100.0%

% of EOY assets

15.319%

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

$42,885

$98,240-56.3%

$82,312-47.9%

$147,586-70.9%

Participation rate

80.0%

79.7%+0.3pp

76.9%+3.1pp

82.8%-2.8pp

Annual return

13.93%

30.85%-16.9pp

25.88%-11.9pp

578.59%-564.7pp

Employer contribution / active EE

$628

$3,192-80.3%

$2,428-74.1%

$4,876-87.1%

Participant deferral / active EE

$1,424

$4,383-67.5%

$3,706-61.6%

$5,439-73.8%

Admin fee / account holder

$6,569

$8,563-23.3%

$5,608+17.1%

$10,886-39.7%

SAYLOR-BEALL UAW 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAYLOR-BEALL UAW 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