Retirement plan

SILTRONIC CORPORATION SAVINGS PLAN

Name: SILTRONIC CORPORATION - SILTRONIC CORPORATION SAVINGS PLAN (2022) Form 5500
Creator: SILTRONIC CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SILTRONIC CORPORATION SAVINGS PLAN, SILTRONIC CORPORATION

SILTRONIC CORPORATIONEIN 94-2518330Plan #005PY 2022

7200 N W FRONT AVENUE - PORTLAND, OR 972103676503-219-7134

Other plans on this EIN

1 filing

#006Retirement-$106.6M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed August 14, 2009 (most recent of 5 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)

$131.6M

-2.0% from 2016

Total participants

739

+1.3% from 2016

Average account balance

$188,236

-5.9% from 2016

Annual return

-16.78%

-5.16 pp from 2016

Benchmarks

See 2,389 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,389 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$161.75M

Not enough data

1 years with asset history on file

Average account balance

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

$234K

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.

691

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.

93.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.83M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$136

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 6 by compensation

Provider	Service type	Compensation
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614	Consulting	$43,000
FINANCIAL ENGINES5 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089	Advisory (Participants)	$19,239
MILLER NASH GRAHAM & DUNN LLP5 years Filed as: MILLER NASH GRAHAM & DUNN Service code 29 P.O. BOX 3585 · PORTLAND, OR 97208	Legal	$6,790
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$4,585
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782	Direct payment from the plan; Securit...	$164
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S3F3H

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$78K

$195 / participant

Investment mgmt$24K30.4%
Other / not subdivided$54K69.6%

% of EOY assets

0.059%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PERKINS & COMPANY, PC
Auditor EIN: 930928924
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$188,236

$72,303+160.3%

$86,717+117.1%

$64,829+190.4%

Participation rate

90.0%

80.4%+9.6pp

76.6%+13.4pp

71.5%+18.5pp

Annual return

-16.78%

392.77%-409.6pp

35.97%-52.8pp

32.85%-49.6pp

Employer contribution / active EE

$3,455

$2,393+44.4%

$2,837+21.8%

$2,507+37.8%

Participant deferral / active EE

$9,362

$4,660+100.9%

$4,657+101.0%

$4,312+117.1%

Admin fee / account holder

$112

$174-35.7%

$7,494-98.5%

$188-40.5%

Provider

Service type

Compensation

SAGEVIEW ADVISORY GROUP, LLC2 years

Filed as: SAGEVIEW ADVISORY GROUP LLC

Service code 16

1920 MAIN STREET · IRVINE, CA 92614

Consulting

$43,000

FINANCIAL ENGINES5 years

Service code 26

1050 ENTERPRISE WAY · SUNNYVALE, CA 94089

Advisory (Participants)

$19,239

MILLER NASH GRAHAM & DUNN LLP5 years

Filed as: MILLER NASH GRAHAM & DUNN

Service code 29

P.O. BOX 3585 · PORTLAND, OR 97208

Legal

$6,790

T ROWE PRICE RPS INC8+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$4,585

CHARLES SCHWAB & CO., INC.5 years

Service code 33 · EIN 94-1737782

Direct payment from the plan; Securit...

$164

T ROWE PRICE RPS INC1 year

Filed as: T ROWE PRICE RPS INC.

Service code 15

Recordkeeping

SILTRONIC CORPORATION SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SILTRONIC CORPORATION SAVINGS PLAN

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