Retirement plan

STAVIG INDUSTRIES LLC 401(K) PLAN

Name: STAVIG INDUSTRIES LLC - STAVIG INDUSTRIES LLC 401(K) PLAN (2021) Form 5500
Creator: STAVIG INDUSTRIES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAVIG INDUSTRIES LLC 401(K) PLAN, STAVIG INDUSTRIES LLC

STAVIG INDUSTRIES LLCEIN 47-1979812Plan #002PY 2021

8435 NE KILLINGSWORTH ST - PORTLAND, OR 97220800-406-9377LinkedIn51-200 employeesmining & metals

Other plans on this EIN

1 filing

#001Retirement-$9.6M assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$579K

+15.8% from 2020

Total participants

+6.7% from 2020

Average account balance

$18,081

+5.0% from 2020

Annual return

9.74%

-0.54 pp from 2020

Benchmarks

See 21,787 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,787 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$353K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

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

+9.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$147

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 codes2F2G2J2T2E3D

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.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$289 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.798%

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

$18,081

$124,346-85.5%

$111,308-83.8%

$167,536-89.2%

Participation rate

100.0%

79.6%+20.4pp

77.3%+22.7pp

82.1%+17.9pp

Annual return

9.74%

37.45%-27.7pp

54.67%-44.9pp

478.82%-469.1pp

Employer contribution / active EE

$1,709

$3,437-50.3%

$2,732-37.5%

$4,839-64.7%

Participant deferral / active EE

$331

$5,182-93.6%

$4,487-92.6%

$6,342-94.8%

Admin fee / account holder

$144

$10,621-98.6%

$7,965-98.2%

$12,315-98.8%

STAVIG INDUSTRIES LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STAVIG INDUSTRIES LLC 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