Retirement plan

CHAPPELL STEEL COMPANY, INC. 401(K) PROFIT SHARING

Name: CHAPPELL STEEL COMPANY, INC. - CHAPPELL STEEL COMPANY, INC. 401(K) PROFIT SHARING (2016) Form 5500
Creator: CHAPPELL STEEL COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAPPELL STEEL COMPANY, INC. 401(K) PROFIT SHARING, CHAPPELL STEEL COMPANY, INC.

CHAPPELL STEEL COMPANY, INC.EIN 81-3650793Plan #001PY 2016

3545 SCOTTEN AVENUE - DETROIT, MI 482103159313-897-6670

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$13M

No prior year

Total participants

No prior year

Average account balance

$869,843

No prior year

Annual return

15.37%

No prior year

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.00M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+7.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$72891

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

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

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 codes2E2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$476K

$36629 / participant

Other / not subdivided$476K100.0%

% of EOY assets

3.650%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$869,843

$88,707+880.6%

$74,184+1072.6%

$273,972+217.5%

Participation rate

100.0%

79.4%+20.6pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

15.37%

11.94%+3.4pp

17.74%-2.4pp

41.46%-26.1pp

Employer contribution / active EE

$1,928

$3,159-39.0%

$2,370-18.7%

$4,869-60.4%

Participant deferral / active EE

$2,503

$4,212-40.6%

$3,550-29.5%

$5,287-52.7%

Admin fee / account holder

$31,746

$8,717+264.2%

$5,586+468.3%

$10,133+213.3%

CHAPPELL STEEL COMPANY, INC. 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAPPELL STEEL COMPANY, INC. 401(K) PROFIT SHARING

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