Retirement plan

STANLEY RETIREMENT PLAN

Name: S.C. COMPANIES, INC. - STANLEY RETIREMENT PLAN (2023) 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 2023

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

Other plans on this EIN

1 filing

#002Retirement-$63.7M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$281.4M

-7.8% from 2017

Total participants

1,477

-0.1% from 2017

Average account balance

$194,168

-8.7% from 2017

Annual return

-5.94%

-14.32 pp from 2017

Benchmarks

See 3,230 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,230 peers

Snapshot2023

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.8+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 13 · EIN 23-2640992	Contract Administrator	$191,919
ANDERSON, LOWER, WHITLOW, P.C.8+ years Service code 10 · EIN 42-1394940	Accounting	$8,300

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

$304K

$379 / participant

Contract admin$295K97.3%
Other / not subdivided$8K2.7%

% of EOY assets

0.108%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$194,168

$95,438+103.4%

$135,998+42.8%

$74,478+160.7%

Participation rate

96.5%

78.2%+18.3pp

81.9%+14.6pp

70.7%+25.8pp

Annual return

-5.94%

32.61%-38.5pp

68.37%-74.3pp

34.37%-40.3pp

Employer contribution / active EE

$4,842

$3,878+24.9%

$4,860-0.4%

$2,637+83.6%

Participant deferral / active EE

$13,677

$7,790+75.6%

$7,761+76.2%

$4,530+201.9%

Admin fee / account holder

$210

$259-19.1%

$10,769-98.1%

$347-39.6%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.8+ years

Filed as: VANGUARD FIDUCIARY TRUST COMPANY

Service code 13 · EIN 23-2640992

Contract Administrator

$191,919

ANDERSON, LOWER, WHITLOW, P.C.8+ years

Service code 10 · EIN 42-1394940

Accounting

$8,300

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