Retirement plan

EMPLOYEE BENEFIT PLAN OF OHIO BRIDGE MANUFACTURING LTD.

Name: OHIO BRIDGE MANUFACTURING LTD. - EMPLOYEE BENEFIT PLAN OF OHIO BRIDGE MANUFACTURING LTD. (2018) Form 5500
Creator: OHIO BRIDGE MANUFACTURING LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF OHIO BRIDGE MANUFACTURING LTD., OHIO BRIDGE MANUFACTURING LTD.

OHIO BRIDGE MANUFACTURING LTD.EIN 47-4335002Plan #001PY 2018

201 WHEELING AVE - CAMBRIDGE, OH 437252256740-432-6334

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2.8M

-7.9% from 2017

Total participants

154

+6.9% from 2017

Average account balance

$18,385

-15.2% from 2017

Annual return

-2.90%

-18.84 pp from 2017

Benchmarks

See 14,948 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,948 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.02M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

110

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

$305K

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

+13.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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 3 by compensation

Provider	Service type	Compensation
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754	Recordkeeping	$10,742
EVERHART ADVISORS1 year Service code 27 · EIN 31-1440043 535 METRO PLACE SOUTH · DUBLIN, OH 43017	Advisory (Plan)	$4,290
MUTUAL OF AMERICA INVESTMENT CORP1 year Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$848

Plan features & details

Pension benefit codes2F2G2T3D2E2J

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

1 tripped

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

$17K

$193 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.613%

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: GBQ PARTNERS, LLC
Auditor EIN: 202122306
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,385

$62,583-70.6%

$76,767-76.1%

$64,173-71.4%

Participation rate

97.8%

72.8%+24.9pp

77.0%+20.8pp

69.6%+28.2pp

Annual return

-2.90%

-1.95%-1.0pp

2.43%-5.3pp

7.63%-10.5pp

Employer contribution / active EE

$1,493

$1,832-18.5%

$2,485-39.9%

$2,381-37.3%

Participant deferral / active EE

$1,609

$3,145-48.8%

$3,852-58.2%

$3,470-53.6%

Admin fee / account holder

$113

$4,667-97.6%

$6,675-98.3%

$4,887-97.7%

Provider

Service type

Compensation

ASCENSUS LLC4+ years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

Recordkeeping

$10,742

EVERHART ADVISORS1 year

Service code 27 · EIN 31-1440043

535 METRO PLACE SOUTH · DUBLIN, OH 43017

Advisory (Plan)

$4,290

MUTUAL OF AMERICA INVESTMENT CORP1 year

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$848

EMPLOYEE BENEFIT PLAN OF OHIO BRIDGE MANUFACTURING LTD.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF OHIO BRIDGE MANUFACTURING LTD.

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