Retirement plan

CHAIN INDUSTRIES INC. PENSION & PROFIT SHARING PLAN WITH 401K PROVISIONS

Name: CHAIN INDUSTRIES INC. - CHAIN INDUSTRIES INC. PENSION & PROFIT SHARING PLAN WITH 401K PROVISIONS (2016) Form 5500
Creator: CHAIN INDUSTRIES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAIN INDUSTRIES INC. PENSION & PROFIT SHARING PLAN WITH 401K PROVISIONS, CHAIN INDUSTRIES INC.

CHAIN INDUSTRIES INC.EIN 38-2436142Plan #002PY 2016

C/O 22725 FAIRVIEW CTR DR, STE 100 - FAIRVIEW PARK, OH 44126248-348-7843

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.5M

+17.9% from 2015

Total participants

+38.9% from 2015

Average account balance

$115,052

-3.5% from 2015

Annual return

12.35%

+13.46 pp from 2015

Benchmarks

See 22,113 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,113 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.20M

Not enough data

1 years with asset history on file

Average account balance

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

$226K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

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

+13.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2309

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 codes2G2J3H

Plan features

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$244 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.221%

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

$115,052

$131,835-12.7%

$108,582+6.0%

$273,972-58.0%

Participation rate

87.0%

83.5%+3.5pp

79.6%+7.4pp

83.0%+3.9pp

Annual return

12.35%

-91.57%+103.9pp

-51.70%+64.0pp

41.46%-29.1pp

Employer contribution / active EE

$1,600

$4,913-67.4%

$3,758-57.4%

$4,869-67.1%

Participant deferral / active EE

$3,582

$5,127-30.1%

$4,311-16.9%

$5,287-32.3%

Admin fee / account holder

$255

$10,253-97.5%

$7,645-96.7%

$10,133-97.5%

CHAIN INDUSTRIES INC. PENSION & PROFIT SHARING PLAN WITH 401K PROVISIONS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAIN INDUSTRIES INC. PENSION & PROFIT SHARING PLAN WITH 401K PROVISIONS

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