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 (2019) 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 2019

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

Other plans on this EIN

1 filing

#002Retirement-$27.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.2M

+30.2% from 2018

Total participants

233

+12.0% from 2018

Average account balance

$39,835

+22.0% from 2018

Annual return

25.18%

+30.25 pp from 2018

Benchmarks

See 4,276 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,276 peers

Snapshot2019

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 INSTITUTIONAL5+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$1,091

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

Admin total

$1K

$5 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.013%

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: KRUGGEL LAWTON & COMPANY, LLC
Auditor EIN: 351307701
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,835

$65,378-39.1%

$87,103-54.3%

$65,186-38.9%

Participation rate

87.0%

75.3%+11.7pp

76.9%+10.1pp

70.2%+16.8pp

Annual return

25.18%

31.28%-6.1pp

28.19%-3.0pp

29.39%-4.2pp

Employer contribution / active EE

$1,277

$1,823-30.0%

$2,521-49.4%

$2,177-41.4%

Participant deferral / active EE

$1,999

$3,389-41.0%

$4,049-50.6%

$3,514-43.1%

Admin fee / account holder

$520-99.0%

$7,491-99.9%

$847-99.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$1,091

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