Retirement plan

CARR LANE MANUFACTURING CO. PROFIT SHARING/401K PLAN

Name: CARR LANE MANUFACTURING COMPANY - CARR LANE MANUFACTURING CO. PROFIT SHARING/401K PLAN (2016) Form 5500
Creator: CARR LANE MANUFACTURING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARR LANE MANUFACTURING CO. PROFIT SHARING/401K PLAN, CARR LANE MANUFACTURING COMPANY

CARR LANE MANUFACTURING COMPANYEIN 43-0673233Plan #001PY 2016

4200 CARR LANE COURT - ST. LOUIS, MO 631192129314-647-6200carrlane.comLinkedIn201-500 employeesmechanical or industrial engineering

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$7.6M

-10.8% from 2015

Total participants

252

-6.3% from 2015

Average account balance

$31,388

-6.4% from 2015

Annual return

5.33%

+9.09 pp from 2015

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.78M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

216

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$785K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$208

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
COMMERCE BANK2+ years Service code 26 · EIN 43-1795601 8000 FORSYTH BOULEVARD · CLAYTON, MO 631051797	Advisory (Participants)	$35,779
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 24 · EIN 27-2037969 7015 COLLEGE BOULEVARD · OVERLAND PARK, KS 66211	Discretionary Trustee	$5,430

Plan features & details

Pension benefit codes2E2J2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

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

$41K

$207 / participant

Other / not subdivided$41K100.0%

% of EOY assets

0.543%

all-in expense ratio

Categories reported

0 / 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: UHY LLP
Auditor EIN: 200694403
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,388

$60,165-47.8%

$74,184-57.7%

$55,167-43.1%

Participation rate

95.0%

74.2%+20.8pp

76.6%+18.4pp

69.0%+26.0pp

Annual return

5.33%

10.00%-4.7pp

17.74%-12.4pp

169.23%-163.9pp

Employer contribution / active EE

$1,548

$1,600-3.2%

$2,370-34.7%

$1,963-21.1%

Participant deferral / active EE

$1,409

$2,973-52.6%

$3,550-60.3%

$3,054-53.9%

Admin fee / account holder

$170

$419-59.4%

$5,586-97.0%

$504-66.2%

Provider

Service type

Compensation

COMMERCE BANK2+ years

Service code 26 · EIN 43-1795601

8000 FORSYTH BOULEVARD · CLAYTON, MO 631051797

Advisory (Participants)

$35,779

NEWPORT GROUP, INC.1 year

Filed as: NEWPORT GROUP

Service code 24 · EIN 27-2037969

7015 COLLEGE BOULEVARD · OVERLAND PARK, KS 66211

Discretionary Trustee

$5,430

CARR LANE MANUFACTURING CO. PROFIT SHARING/401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARR LANE MANUFACTURING CO. PROFIT SHARING/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