Retirement plan

ACME MANUFACTURING 401(K) PLAN

Name: ACME MANUFACTURING COMPANY, INC. - ACME MANUFACTURING 401(K) PLAN (2019) Form 5500
Creator: ACME MANUFACTURING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACME MANUFACTURING 401(K) PLAN, ACME MANUFACTURING COMPANY, INC.

ACME MANUFACTURING COMPANY, INC.EIN 84-1209715Plan #001PY 2019

4661 MONACO STREET - DENVER, CO 80216303-285-3261acmemfgco.comLinkedIn201-500 employeesbuilding materials

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$5.3M

+15.0% from 2018

Total participants

242

-18.8% from 2018

Average account balance

$34,677

+57.1% from 2018

Annual return

18.25%

+24.19 pp from 2018

Benchmarks

See 4,277 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,277 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.73M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

119

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.

37.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$458K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$401

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 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS5+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$30,509
FARMER & BETTS2 years Filed as: FARMER & BETTS, INC. Service code 15 · EIN 94-3322438	Recordkeeping	$9,987
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 · EIN 20-3247391	Insurance Broker	$1,044

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$40K

$201 / participant

Other / not subdivided$40K100.0%

% of EOY assets

0.763%

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: RYAN, GUNSAULS & O'DONNELL, LLC
Auditor EIN: 455297192
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,677

$65,376-47.0%

$87,104-60.2%

$65,185-46.8%

Participation rate

55.7%

75.3%-19.6pp

76.9%-21.2pp

70.2%-14.5pp

Annual return

18.25%

31.27%-13.0pp

28.19%-9.9pp

29.38%-11.1pp

Employer contribution / active EE

$1,822-100.0%

$2,521-100.0%

$2,177-100.0%

Participant deferral / active EE

$1,787

$3,388-47.3%

$4,048-55.9%

$3,514-49.2%

Admin fee / account holder

$265

$520-49.1%

$7,491-96.5%

$847-68.8%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS5+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$30,509

FARMER & BETTS2 years

Filed as: FARMER & BETTS, INC.

Service code 15 · EIN 94-3322438

Recordkeeping

$9,987

LOCKTON INVESTMENT ADVISORS, LLC5+ years

Filed as: LOCKTON FINANCIAL ADVISORS, LLC

Service code 22 · EIN 20-3247391

Insurance Broker

$1,044

ACME MANUFACTURING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACME MANUFACTURING 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