Retirement plan

ARGENBRIGHT NATIONAL SHEET METAL WORKS, INC. 401(K) PROFIT-SHARING PLAN

Name: ARGENBRIGHT NATIONAL SHEET METAL WORKS, INC. - ARGENBRIGHT NATIONAL SHEET METAL WORKS, INC. 401(K) PROFIT-SHARING PLAN (2018) Form 5500
Creator: ARGENBRIGHT NATIONAL SHEET METAL WORKS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARGENBRIGHT NATIONAL SHEET METAL WORKS, INC. 401(K) PROFIT-SHARING PLAN, ARGENBRIGHT NATIONAL SHEET METAL WORKS, INC.

ARGENBRIGHT NATIONAL SHEET METAL WORKS, INC.EIN 75-1241832Plan #001PY 2018

P.O BOX 540845 - DALLAS, TX 75354214-357-9161LinkedIn1-10 employeeselectrical/electronic manufacturing

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$882K

-3.5% from 2017

Total participants

0.0% from 2017

Average account balance

$176,431

-3.5% from 2017

Annual return

2.85%

+0.03 pp from 2017

Benchmarks

See 21,283 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,283 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$823K

Not enough data

1 years with asset history on file

Average account balance

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

$206K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8141

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2J2T3D

Plan features

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

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

$62K

$12500 / participant

Other / not subdivided$62K100.0%

% of EOY assets

7.085%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$176,431

$92,222+91.3%

$76,768+129.8%

$135,375+30.3%

Participation rate

100.0%

79.8%+20.2pp

77.0%+23.0pp

82.6%+17.4pp

Annual return

2.85%

5.46%-2.6pp

2.43%+0.4pp

519.73%-516.9pp

Employer contribution / active EE

$845

$3,216-73.7%

$2,485-66.0%

$4,779-82.3%

Participant deferral / active EE

$4,509-100.0%

$3,852-100.0%

$5,609-100.0%

Admin fee / account holder

$12,500

$10,748+16.3%

$6,675+87.3%

$10,827+15.4%

ARGENBRIGHT NATIONAL SHEET METAL WORKS, INC. 401(K) PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARGENBRIGHT NATIONAL SHEET METAL WORKS, INC. 401(K) PROFIT-SHARING PLAN

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