Retirement plan

ACCURIDE ERIE HOURLY EMPLOYEE SAVINGS PLAN

Name: ACCURIDE ERIE, L.P. - ACCURIDE ERIE HOURLY EMPLOYEE SAVINGS PLAN (2015) Form 5500
Creator: ACCURIDE ERIE, L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACCURIDE ERIE HOURLY EMPLOYEE SAVINGS PLAN, ACCURIDE ERIE, L.P.

ACCURIDE ERIE, L.P.EIN 76-0534862Plan #004PY 2015

7140 OFFICE CIRCLE, P.O. BOX 15600 - EVANSVILLE, IN 47716812-962-5000LinkedIn201-500 employeestransportation/trucking/railroad

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.4M

No prior year

Total participants

243

No prior year

Average account balance

$46,162

No prior year

Annual return

-0.68%

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

$17.34M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

305

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

$1.69M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$157

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 7 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Service code 12 · EIN 13-3689044	Float revenue; Claims processing; Fin...	$6,866
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27	Advisory (Plan)	$3,581
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$3,305
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 100 OVERLOOK CENTER · PRINCETON, NJ 08540	Advisory (Plan)	$1,630
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 60	Sub-TA Fees	$0
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3H2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$12K

$52 / participant

Investment mgmt$2K13.8%
Other / not subdivided$10K86.2%

% of EOY assets

0.141%

all-in expense ratio

Categories reported

1 / 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: CROWE HORWATH
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,162

$54,320-15.0%

$67,652-31.8%

$52,331-11.8%

Participation rate

72.8%

73.6%-0.8pp

75.7%-2.9pp

68.1%+4.7pp

Annual return

-0.68%

6.81%-7.5pp

6625.40%-6626.1pp

4.54%-5.2pp

Employer contribution / active EE

$1,372

$1,544-11.2%

$2,266-39.5%

$1,882-27.1%

Participant deferral / active EE

$2,821

$2,950-4.4%

$3,560-20.8%

$3,022-6.7%

Admin fee / account holder

$65

$527-87.6%

$4,821-98.6%

$592-89.0%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Service code 12 · EIN 13-3689044

Float revenue; Claims processing; Fin...

$6,866

UBS FINANCIAL SERVICES INC1+ years

Filed as: UBS FINANCIAL SERVICES

Service code 27

Advisory (Plan)

$3,581

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$3,305

UBS FINANCIAL SERVICES INC1+ years

Filed as: UBS FINANCIAL SERVICES, INC.

Service code 27

100 OVERLOOK CENTER · PRINCETON, NJ 08540

Advisory (Plan)

$1,630

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASS MUTUAL LIFE INSURANCE COMPANY

Service code 60

Sub-TA Fees

NATIONAL FINANCIAL SERVICES1+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

WELLS FARGO BANK, N.A.1+ years

Filed as: WELLS FARGO GALLIARD

Service code 52 · EIN 94-6751924

Indirect Investment Fees

ACCURIDE ERIE HOURLY EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACCURIDE ERIE HOURLY EMPLOYEE SAVINGS 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