Retirement plan

BRISTOL METALS, LP PROFIT SHARING PLAN - PLAN A

Name: BRISTOL METALS, LP - BRISTOL METALS, LP PROFIT SHARING PLAN - PLAN A (2015) Form 5500
Creator: BRISTOL METALS, LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRISTOL METALS, LP PROFIT SHARING PLAN - PLAN A, BRISTOL METALS, LP

BRISTOL METALS, LPEIN 58-2245237Plan #001PY 2015

390 BRISTOL METALS ROAD - BRISTOL, TN 37620423-989-4781brismet.comLinkedIn51-200 employeesmining & metals

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$5.2M

No prior year

Total participants

168

No prior year

Average account balance

$31,743

No prior year

Annual return

-0.43%

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

$8.02M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

179

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.

84.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$461K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$268

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 2 by compensation

Provider	Service type	Compensation
ELLIOTT DAVIS, LLC1+ years Filed as: ELLIOTT DAVIS DECOSIMO LLC Service code 10 · EIN 57-0381582	Accounting	$9,625
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 25 · EIN 04-2647786	Directed Trustee	$3,391

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$14K

$102 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.271%

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: ELLIOTT DAVIS DECOSIMO, LLC
Auditor EIN: 570381582
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,743

$54,320-41.6%

$67,652-53.1%

$52,331-39.3%

Participation rate

97.1%

73.6%+23.5pp

75.7%+21.4pp

68.1%+29.0pp

Annual return

-0.43%

6.81%-7.2pp

6625.40%-6625.8pp

4.54%-5.0pp

Employer contribution / active EE

$1,207

$1,544-21.8%

$2,266-46.7%

$1,882-35.9%

Participant deferral / active EE

$890

$2,950-69.8%

$3,560-75.0%

$3,022-70.5%

Admin fee / account holder

$86

$527-83.7%

$4,821-98.2%

$592-85.5%

Provider

Service type

Compensation

ELLIOTT DAVIS, LLC1+ years

Filed as: ELLIOTT DAVIS DECOSIMO LLC

Service code 10 · EIN 57-0381582

Accounting

$9,625

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 25 · EIN 04-2647786

Directed Trustee

$3,391

BRISTOL METALS, LP PROFIT SHARING PLAN - PLAN A

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRISTOL METALS, LP PROFIT SHARING PLAN - PLAN A

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