Retirement plan

401(K) SAVINGS PLAN FOR EMPLOYEES OF EVRAZ NA

Name: EVRAZ NA - 401(K) SAVINGS PLAN FOR EMPLOYEES OF EVRAZ NA (2019) Form 5500
Creator: EVRAZ NA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) SAVINGS PLAN FOR EMPLOYEES OF EVRAZ NA, EVRAZ NA

EVRAZ NAEIN 94-0506370Plan #008PY 2019

71 S. WACKER, SUITE 1700 - CHICAGO, IL 60606312-533-3555

Other plans on this EIN

4 filings

#002Retirement-$131.6M assets #010Retirement-$122.0M assets #009Retirement-$45.5M assets #001Retirement-$21.8M assets

Prospect flagsFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed December 30, 2010 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$158.2M

+21.8% from 2018

Total participants

1,446

+18.2% from 2018

Average account balance

$112,726

+3.1% from 2018

Annual return

22.54%

+27.16 pp from 2018

Benchmarks

See 823 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort823 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$187.29M

Not enough data

1 years with asset history on file

Average account balance

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

$173K

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.

1,082

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+13.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
LANER MUCHIN3 years Filed as: LANER MUCHIN LTD Service code 28 · EIN 36-3088463	Investment Management	$19,705
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833	Recordkeeping	$10,050
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782	Securities brokerage commissions and ...	$1,293
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 82-3967258	Directed Trustee	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$30K

$28 / participant

Other / not subdivided$30K100.0%

% of EOY assets

0.019%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KBF CPAS LLP
Auditor EIN: 821030164
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,726

$105,247+7.1%

$87,100+29.4%

$77,787+44.9%

Participation rate

96.0%

85.8%+10.2pp

76.9%+19.2pp

73.2%+22.8pp

Annual return

22.54%

24.52%-2.0pp

28.19%-5.7pp

32.57%-10.0pp

Employer contribution / active EE

$5,983

$2,895+106.7%

$2,521+137.3%

$2,504+138.9%

Participant deferral / active EE

$6,598

$5,060+30.4%

$4,049+63.0%

$3,967+66.3%

Admin fee / account holder

$21

$104-79.7%

$7,497-99.7%

$100-78.8%

Provider

Service type

Compensation

LANER MUCHIN3 years

Filed as: LANER MUCHIN LTD

Service code 28 · EIN 36-3088463

Investment Management

$19,705

CHARLES SCHWAB & CO., INC.5+ years

Filed as: SCHWAB RETIREMENT PLAN SERVICES INC

Service code 15 · EIN 34-1479833

Recordkeeping

$10,050

CHARLES SCHWAB & CO., INC.5+ years

Service code 33 · EIN 94-1737782

Securities brokerage commissions and ...

$1,293

CHARLES SCHWAB & CO., INC.5+ years

Filed as: CHARLES SCHWAB & CO AND AFFILIATES

Service code 59

Shareholder Servicing

CHARLES SCHWAB & CO., INC.5+ years

Filed as: CHARLES SCHWAB BANK

Service code 25 · EIN 82-3967258

Directed Trustee

401(K) SAVINGS PLAN FOR EMPLOYEES OF EVRAZ NA

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) SAVINGS PLAN FOR EMPLOYEES OF EVRAZ NA

Top hat statement on fileNQDC

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