Retirement plan

FOX VALLEY METROLOGY 401K PLAN

Name: FOX VALLEY METROLOGY, LTD. - FOX VALLEY METROLOGY 401K PLAN (2021) Form 5500
Creator: FOX VALLEY METROLOGY, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOX VALLEY METROLOGY 401K PLAN, FOX VALLEY METROLOGY, LTD.

FOX VALLEY METROLOGY, LTD.EIN 39-1836336Plan #001PY 2021

3114 MEDALIST DRIVE - OSHKOSH, WI 54902920-426-5494foxvalleymetrology.comLinkedIn51-200 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.9M

+25.7% from 2020

Total participants

138

-1.4% from 2020

Average account balance

$77,845

+25.7% from 2020

Annual return

20.28%

-2.51 pp from 2020

Benchmarks

See 5,715 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,715 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.50M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

109

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.

57.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$910K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$339

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
ASSOCIATED TRUST COMPANY, N.A.4 years Service code 15 · EIN 30-0219031	Recordkeeping	$35,916

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$36K

$285 / participant

Investment mgmt$35K97.6%
Other / not subdivided$8472.4%

% of EOY assets

0.452%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,845

$104,479-25.5%

$159,474-51.2%

$79,391-1.9%

Participation rate

71.4%

76.6%-5.2pp

82.8%-11.4pp

70.7%+0.7pp

Annual return

20.28%

67.98%-47.7pp

263.68%-243.4pp

116.88%-96.6pp

Employer contribution / active EE

$1,816

$3,417-46.9%

$4,831-62.4%

$2,428-25.2%

Participant deferral / active EE

$3,332

$6,468-48.5%

$7,353-54.7%

$4,046-17.6%

Admin fee / account holder

$352

$711-50.5%

$10,802-96.7%

$627-43.8%

Provider

Service type

Compensation

ASSOCIATED TRUST COMPANY, N.A.4 years

Service code 15 · EIN 30-0219031

Recordkeeping

$35,916

FOX VALLEY METROLOGY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOX VALLEY METROLOGY 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