Retirement plan

STANLEY RETIREMENT PLAN

Name: S.C. COMPANIES, INC. - STANLEY RETIREMENT PLAN (2019) Form 5500
Creator: S.C. COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STANLEY RETIREMENT PLAN, S.C. COMPANIES, INC.

S.C. COMPANIES, INC.dba STANLEY BUILDINGEIN 42-1269893Plan #001PY 2019

225 IOWA AVENUE - MUSCATINE, IA 527613784563-264-6600

Other plans on this EIN

1 filing

#002Retirement-$28.4M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$239.4M

-7.8% from 2017

Total participants

1,325

-0.1% from 2017

Average account balance

$185,036

-8.7% from 2017

Annual return

4.46%

-14.32 pp from 2017

Benchmarks

See 2,853 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,853 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$329.62M

Not enough data

1 years with asset history on file

Average account balance

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

$225K

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.

1,468

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.

97.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+5.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$200

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 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 13 · EIN 23-2640992	Contract Administrator	$257,537
ANDERSON, LOWER, WHITLOW, P.C.4+ years Service code 10 · EIN 42-1394940	Accounting	$6,520

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$264K

$342 / participant

Contract admin$258K97.5%
Other / not subdivided$7K2.5%

% of EOY assets

0.110%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ANDERSON, LOWER, WHITLOW, P.C.
Auditor EIN: 421394940
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$185,036

$88,122+110.0%

$141,200+31.0%

$67,584+173.8%

Participation rate

96.0%

76.5%+19.5pp

82.5%+13.5pp

71.3%+24.7pp

Annual return

4.46%

75.40%-70.9pp

71.41%-66.9pp

378.59%-374.1pp

Employer contribution / active EE

$5,220

$3,224+61.9%

$4,736+10.2%

$2,148+143.0%

Participant deferral / active EE

$9,517

$5,958+59.7%

$6,710+41.8%

$3,540+168.9%

Admin fee / account holder

$204

$131+55.9%

$10,265-98.0%

$142+43.4%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.4+ years

Filed as: VANGUARD FIDUCIARY TRUST COMPANY

Service code 13 · EIN 23-2640992

Contract Administrator

$257,537

ANDERSON, LOWER, WHITLOW, P.C.4+ years

Service code 10 · EIN 42-1394940

Accounting

$6,520

STANLEY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STANLEY 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