Retirement plan

MASURY HOURLY EMPLOYEES RETIREMENT SAVINGS PLAN

Name: WARREN TUBE COMPANY - MASURY HOURLY EMPLOYEES RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: WARREN TUBE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MASURY HOURLY EMPLOYEES RETIREMENT SAVINGS PLAN, WARREN TUBE COMPANY

WARREN TUBE COMPANYdba BULL MOOSE TUBE COMPANYEIN 43-1780189Plan #001PY 2015

1819 CLARKSON ROAD, SUITE 100 - CHESTERFIELD, MO 63017636-537-2600bullmoosetube.comLinkedIn501-1000 employeesbuilding materials

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$656K

No prior year

Total participants

No prior year

Average account balance

$22,630

No prior year

Annual return

-1.11%

No prior year

Benchmarks

See 13,685 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort13,685 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$863K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$194K

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

+11.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2410

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 codes2E2F2G2J

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.

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

$19K

$533 / participant

Other / not subdivided$19K100.0%

% of EOY assets

2.840%

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

$22,630

$56,197-59.7%

$67,652-66.5%

$59,633-62.1%

Participation rate

80.0%

71.5%+8.5pp

75.7%+4.3pp

68.7%+11.3pp

Annual return

-1.11%

18508.10%-18509.2pp

6625.40%-6626.5pp

2041.45%-2042.6pp

Employer contribution / active EE

$840

$1,615-48.0%

$2,266-62.9%

$2,203-61.9%

Participant deferral / active EE

$1,378

$2,844-51.5%

$3,560-61.3%

$3,192-56.8%

Admin fee / account holder

$643

$3,958-83.8%

$4,821-86.7%

$4,297-85.0%

MASURY HOURLY EMPLOYEES RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MASURY HOURLY EMPLOYEES RETIREMENT SAVINGS 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