Retirement plan

EMPLOYEE BENEFIT PLAN OF OHIO BRIDGE MANUFACTURING LTD.

Name: OHIO BRIDGE MANUFACTURING LTD. - EMPLOYEE BENEFIT PLAN OF OHIO BRIDGE MANUFACTURING LTD. (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.5M

+25.3% from 2018

Total participants

-43.5% from 2018

Average account balance

$40,722

+121.5% from 2018

Annual return

26.23%

+29.13 pp from 2018

Benchmarks

See 15,812 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,812 peers

Snapshot2019

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 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1 year Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Recordkeeping and ...	$1,209

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$18 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.035%

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

$40,722

$65,367-37.7%

$92,915-56.2%

$72,976-44.2%

Participation rate

98.5%

68.3%+30.2pp

76.0%+22.5pp

69.5%+29.0pp

Annual return

26.23%

42.11%-15.9pp

109.45%-83.2pp

81.02%-54.8pp

Employer contribution / active EE

$1,770

$2,594-31.7%

$3,653-51.5%

$2,440-27.4%

Participant deferral / active EE

$1,911

$3,128-38.9%

$4,238-54.9%

$3,608-47.0%

Admin fee / account holder

$14

$4,251-99.7%

$5,796-99.8%

$5,124-99.7%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1 year

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Recordkeeping and ...

$1,209

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