Retirement plan

WESTERN STATES REBAR FABRICATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: WESTERN STATES REBAR FAB INC - WESTERN STATES REBAR FABRICATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: WESTERN STATES REBAR FAB INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTERN STATES REBAR FABRICATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN, WESTERN STATES REBAR FAB INC

WESTERN STATES REBAR FAB INCEIN 87-0683409Plan #002PY 2018

1525 WEST STONE FIELD WAY - PLEASANT VIEW, UT 84414801-737-3777LinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.9M

+15.7% from 2017

Total participants

+5.0% from 2017

Average account balance

$234,156

+10.2% from 2017

Annual return

10.24%

+13.31 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.97M

Not enough data

1 years with asset history on file

Average account balance

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

$209K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$491K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+75.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5659

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 codes2E2I2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$144K

$10315 / participant

Other / not subdivided$144K100.0%

% of EOY assets

2.937%

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

$234,156

$92,219+153.9%

$76,767+205.0%

$135,380+73.0%

Participation rate

100.0%

79.8%+20.2pp

77.0%+23.0pp

82.6%+17.4pp

Annual return

10.24%

5.46%+4.8pp

2.43%+7.8pp

519.81%-509.6pp

Employer contribution / active EE

$16,584

$3,216+415.7%

$2,485+567.3%

$4,779+247.0%

Participant deferral / active EE

$4,508-100.0%

$3,852-100.0%

$5,609-100.0%

Admin fee / account holder

$6,877

$10,749-36.0%

$6,675+3.0%

$10,828-36.5%

WESTERN STATES REBAR FABRICATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTERN STATES REBAR FABRICATION, INC. EMPLOYEE STOCK OWNERSHIP 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