Retirement plan

STREIMER SHEET METAL WORKS, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

Name: STREIMER SHEET METAL WORKS, INC. - STREIMER SHEET METAL WORKS, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: STREIMER SHEET METAL WORKS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STREIMER SHEET METAL WORKS, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN, STREIMER SHEET METAL WORKS, INC.

STREIMER SHEET METAL WORKS, INC.EIN 93-0560791Plan #001PY 2018

740 N KNOTT ST - PORTLAND, OR 972271613503-288-9393streimer.comLinkedIn201-500 employeesconstruction

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$15.3M

+5.1% from 2017

Total participants

+16.7% from 2017

Average account balance

$312,507

-9.9% from 2017

Annual return

6.10%

-11.33 pp from 2017

Benchmarks

See 15,017 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,017 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.72M

Not enough data

1 years with asset history on file

Average account balance

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

$427K

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.

98.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7712

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 codes2I2O3I

Plan features

2I
Stock bonus
Stock bonus plan.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
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

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

$707K

$15711 / participant

Other / not subdivided$707K100.0%

% of EOY assets

4.617%

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

$312,507

$57,350+444.9%

$83,850+272.7%

$64,181+386.9%

Participation rate

100.0%

68.6%+31.4pp

76.1%+23.9pp

69.6%+30.4pp

Annual return

6.10%

11.38%-5.3pp

850.92%-844.8pp

7.63%-1.5pp

Employer contribution / active EE

$12,555

$2,545+393.3%

$3,631+245.8%

$2,381+427.4%

Participant deferral / active EE

$2,993-100.0%

$4,082-100.0%

$3,470-100.0%

Admin fee / account holder

$14,429

$4,046+256.6%

$5,478+163.4%

$4,887+195.2%

STREIMER SHEET METAL WORKS, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STREIMER SHEET METAL WORKS, INC. AMENDED AND RESTATED 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