Retirement plan

BRISTOL METALS, LP PROFIT SHARING PLAN - PLAN A

Name: BRISTOL METALS, LP - BRISTOL METALS, LP PROFIT SHARING PLAN - PLAN A (2017) 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 2017

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)

$5.9M

+9.2% from 2016

Total participants

164

-3.0% from 2016

Average account balance

$38,941

+17.8% from 2016

Annual return

14.25%

+8.88 pp from 2016

Benchmarks

See 4,147 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,147 peers

Snapshot2017

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 25 · EIN 04-2647786	Directed Trustee	$3,116

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

$3K

$24 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.053%

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

$38,941

$64,909-40.0%

$82,312-52.7%

$62,293-37.5%

Participation rate

89.8%

74.9%+15.0pp

76.9%+12.9pp

69.5%+20.3pp

Annual return

14.25%

21.18%-6.9pp

25.88%-11.6pp

28.90%-14.7pp

Employer contribution / active EE

$1,125

$1,676-32.9%

$2,428-53.7%

$2,042-44.9%

Participant deferral / active EE

$958

$3,103-69.1%

$3,706-74.2%

$3,169-69.8%

Admin fee / account holder

$21

$440-95.3%

$5,608-99.6%

$479-95.7%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 25 · EIN 04-2647786

Directed Trustee

$3,116

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