Retirement plan

EMPLOYEE BENEFIT PLAN OF FULLER WELDING FABRICATORS, INC.

Name: FULLER WELDING FABRICATORS, INC. - EMPLOYEE BENEFIT PLAN OF FULLER WELDING FABRICATORS, INC. (2018) Form 5500
Creator: FULLER WELDING FABRICATORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF FULLER WELDING FABRICATORS, INC., FULLER WELDING FABRICATORS, INC.

FULLER WELDING FABRICATORS, INC.EIN 56-1763669Plan #001PY 2018

980 SALISBURY RD - MOCKSVILLE, NC 270289301336-751-3712

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

-10.6% from 2017

Total participants

+13.6% from 2017

Average account balance

$131,362

-14.5% from 2017

Annual return

-7.46%

-28.21 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.29M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

145.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$307K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$70398

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 codes2F2T

Plan features

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).
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.

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

$364K

$16527 / participant

Other / not subdivided$364K100.0%

% of EOY assets

12.034%

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

$131,362

$92,219+42.4%

$76,768+71.1%

$135,379-3.0%

Participation rate

90.9%

79.8%+11.1pp

77.0%+13.9pp

82.6%+8.3pp

Annual return

-7.46%

5.46%-12.9pp

2.43%-9.9pp

519.79%-527.2pp

Employer contribution / active EE

$7,330

$3,216+127.9%

$2,485+195.0%

$4,779+53.4%

Participant deferral / active EE

$4,414

$4,508-2.1%

$3,852+14.6%

$5,609-21.3%

Admin fee / account holder

$15,809

$10,749+47.1%

$6,675+136.8%

$10,828+46.0%

EMPLOYEE BENEFIT PLAN OF FULLER WELDING FABRICATORS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF FULLER WELDING FABRICATORS, INC.

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