Retirement plan

SUPERIOR-LIDGERWOOD-MUNDY CORP. 401(K)SALARY REDUCTION PLAN AND TRUST

Name: SUPERIOR-LIDGERWOOD-MUNDY CORPORATION - SUPERIOR-LIDGERWOOD-MUNDY CORP. 401(K)SALARY REDUCTION PLAN AND TRUST (2016) Form 5500
Creator: SUPERIOR-LIDGERWOOD-MUNDY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPERIOR-LIDGERWOOD-MUNDY CORP. 401(K)SALARY REDUCTION PLAN AND TRUST, SUPERIOR-LIDGERWOOD-MUNDY CORPORATION

SUPERIOR-LIDGERWOOD-MUNDY CORPORATIONEIN 39-0646730Plan #002PY 2016

302 GRAND AVENUE - SUPERIOR, WI 548801243715-394-4444lidgerwood.comLinkedIn11-50 employeesmachinery

Other plans on this EIN

1 filing

#001Retirement-$1.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+13.7% from 2015

Total participants

+3.6% from 2015

Average account balance

$71,453

-1.1% from 2015

Annual return

6.19%

+8.28 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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

$175K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+19.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20828

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 codes3D2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$23K

$873 / participant

Other / not subdivided$23K100.0%

% of EOY assets

1.381%

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

$71,453

$60,349+18.4%

$74,184-3.7%

$62,881+13.6%

Participation rate

76.9%

72.7%+4.2pp

76.6%+0.3pp

69.3%+7.6pp

Annual return

6.19%

21.38%-15.2pp

17.74%-11.5pp

20.14%-14.0pp

Employer contribution / active EE

$1,017

$1,680-39.5%

$2,370-57.1%

$2,281-55.4%

Participant deferral / active EE

$3,725

$2,856+30.4%

$3,550+5.0%

$3,203+16.3%

Admin fee / account holder

$987

$4,261-76.8%

$5,586-82.3%

$4,296-77.0%

SUPERIOR-LIDGERWOOD-MUNDY CORP. 401(K)SALARY REDUCTION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUPERIOR-LIDGERWOOD-MUNDY CORP. 401(K)SALARY REDUCTION PLAN AND TRUST

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