Retirement plan

AURORA CASKET COMPANY, LLC UNION EMPLOYEES 401(K) PLAN

Name: AURORA CASKET COMPANY, LLC - AURORA CASKET COMPANY, LLC UNION EMPLOYEES 401(K) PLAN (2015) Form 5500
Creator: AURORA CASKET COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AURORA CASKET COMPANY, LLC UNION EMPLOYEES 401(K) PLAN, AURORA CASKET COMPANY, LLC

AURORA CASKET COMPANY, LLCEIN 45-5253133Plan #005PY 2015

10944 MARSH ROAD - AURORA, IN 470010474800-457-1195auroracasket.comLinkedIn501-1000 employeespackaging and containers

Other plans on this EIN

2 filings

#004Retirement-$35.1M assets #003Retirement-$25.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.4M

No prior year

Total participants

293

No prior year

Average account balance

$35,764

No prior year

Annual return

1.47%

No prior year

Benchmarks

See 3,906 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort3,906 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.05M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

124

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.

57.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$367K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$75

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
PENSION CORPORATION OF AMERICA1+ years Service code 13 · EIN 31-1360674	Contract Administrator	$63,321

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$8K

$34 / participant

Contract admin$8K100.0%

% of EOY assets

0.079%

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: BARNES, DENNIG & CO.
Auditor EIN: 311119890
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,764

$54,320-34.2%

$67,652-47.1%

$52,331-31.7%

Participation rate

98.8%

73.6%+25.2pp

75.7%+23.1pp

68.1%+30.7pp

Annual return

1.47%

6.81%-5.3pp

6625.40%-6623.9pp

4.54%-3.1pp

Employer contribution / active EE

$1,405

$1,544-9.0%

$2,266-38.0%

$1,882-25.3%

Participant deferral / active EE

$1,806

$2,950-38.8%

$3,560-49.3%

$3,022-40.2%

Admin fee / account holder

$28

$527-94.6%

$4,821-99.4%

$592-95.2%

Provider

Service type

Compensation

PENSION CORPORATION OF AMERICA1+ years

Service code 13 · EIN 31-1360674

Contract Administrator

$63,321

AURORA CASKET COMPANY, LLC UNION EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AURORA CASKET COMPANY, LLC UNION EMPLOYEES 401(K) 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