Retirement plan

ZIMMER SURGICAL, INC. UNITED STEEL WORKERS LOCAL #2737-15 PLAN

Name: ZIMMER SURGICAL, INC. - ZIMMER SURGICAL, INC. UNITED STEEL WORKERS LOCAL #2737-15 PLAN (2016) Form 5500
Creator: ZIMMER SURGICAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZIMMER SURGICAL, INC. UNITED STEEL WORKERS LOCAL #2737-15 PLAN, ZIMMER SURGICAL, INC.

ZIMMER SURGICAL, INC.EIN 81-0550216Plan #001PY 2016

200 WEST OHIO AVE - DOVER, OH 44622330-343-8801

Other plans on this EIN

1 filing

#002Retirement-$20.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.9M

+20.8% from 2015

Total participants

197

-0.5% from 2015

Average account balance

$25,024

+20.1% from 2015

Annual return

8.21%

+6.56 pp from 2015

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.84M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

128

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$295K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	-$1,913

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CROWE HORWATH LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,024

$60,165-58.4%

$74,184-66.3%

$55,167-54.6%

Participation rate

99.4%

74.2%+25.3pp

76.6%+22.8pp

69.0%+30.5pp

Annual return

8.21%

10.00%-1.8pp

17.74%-9.5pp

169.23%-161.0pp

Employer contribution / active EE

$1,448

$1,600-9.5%

$2,370-38.9%

$1,963-26.2%

Participant deferral / active EE

$1,926

$2,973-35.2%

$3,550-45.7%

$3,054-36.9%

Admin fee / account holder

-$10

$419-102.3%

$5,586-100.2%

$504-101.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

-$1,913

ZIMMER SURGICAL, INC. UNITED STEEL WORKERS LOCAL #2737-15 PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZIMMER SURGICAL, INC. UNITED STEEL WORKERS LOCAL #2737-15 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