Retirement plan

JSW STEEL USA OHIO, INC. 401(K) PLAN

Name: JSW STEEL USA OHIO, INC. - JSW STEEL USA OHIO, INC. 401(K) PLAN (2020) Form 5500
Creator: JSW STEEL USA OHIO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JSW STEEL USA OHIO, INC. 401(K) PLAN, JSW STEEL USA OHIO, INC.

JSW STEEL USA OHIO, INC.EIN 81-3308222Plan #001PY 2020

1500 COMMERCIAL AVE - MINGO JUNCTION, OH 43938740-535-8619LinkedIn1-10 employeesmining & metals

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$3M

+32.1% from 2019

Total participants

274

-21.0% from 2019

Average account balance

$11,759

+78.7% from 2019

Annual return

38.64%

-13.30 pp from 2019

Benchmarks

See 4,082 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,082 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.34M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

392

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

$1.98M

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

+21.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$161

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
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930	Recordkeeping	$12,510

Plan features & details

Pension benefit codes2E3D2G2J2F2T

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$13K

$52 / participant

Contract admin$13K100.0%

% of EOY assets

0.422%

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: VONLEHMAN & COMPANY, INC.
Auditor EIN: 310905417
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,759

$73,638-84.0%

$95,960-87.7%

$73,493-84.0%

Participation rate

90.8%

76.2%+14.6pp

77.1%+13.7pp

70.7%+20.1pp

Annual return

38.64%

16.78%+21.9pp

91.63%-53.0pp

28.51%+10.1pp

Employer contribution / active EE

$1,780

$1,863-4.5%

$2,541-30.0%

$2,270-21.6%

Participant deferral / active EE

$2,250

$3,617-37.8%

$4,167-46.0%

$3,740-39.8%

Admin fee / account holder

$50

$482-89.7%

$6,797-99.3%

$513-90.3%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3 years

Service code 15 · EIN 23-1945930

Recordkeeping

$12,510

JSW STEEL USA OHIO, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JSW STEEL USA OHIO, INC. 401(K) 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