Retirement plan

SIMPSON MANUFACTURING CO., INC. 401(K) PS PLAN

Name: SIMPSON MANUFACTURING CO., INC. - SIMPSON MANUFACTURING CO., INC. 401(K) PS PLAN (2015) Form 5500
Creator: SIMPSON MANUFACTURING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIMPSON MANUFACTURING CO., INC. 401(K) PS PLAN, SIMPSON MANUFACTURING CO., INC.

SIMPSON MANUFACTURING CO., INC.EIN 94-3196943Plan #001PY 2015

5956 WEST LAS POSITAS BLVD. - PLEASANTON, CA 94588925-560-9000simpsonmfg.comLinkedIn1001-5000 employees

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$128.9M

-13.8% from 2016

Total participants

1,829

-9.9% from 2016

Average account balance

$75,029

-6.6% from 2016

Annual return

20.34%

+9.46 pp from 2016

Benchmarks

See 742 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort742 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$442.23M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

3,619

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

$39.57M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 2 by compensation

Provider	Service type	Compensation
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641	Recordkeeping	$12,149
CHARLES SCHWAB & CO., INC.1+ years Service code 21 · EIN 94-1737782	Bank Trustee	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$12K

$9 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ARMANINO LLP
Auditor EIN: 946214841
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,029

$71,957+4.3%

$67,652+10.9%

$59,188+26.8%

Participation rate

92.1%

82.7%+9.5pp

75.7%+16.5pp

69.4%+22.7pp

Annual return

20.34%

8.53%+11.8pp

6625.40%-6605.1pp

5.51%+14.8pp

Employer contribution / active EE

$5,722

$2,432+135.3%

$2,266+152.6%

$2,098+172.8%

Participant deferral / active EE

$2,670

$4,211-36.6%

$3,560-25.0%

$3,265-18.2%

Admin fee / account holder

$64-89.0%

$4,821-99.9%

$92-92.3%

Provider

Service type

Compensation

MILLIMAN, INC.1+ years

Filed as: MILLIMAN

Service code 15 · EIN 91-0675641

Recordkeeping

$12,149

CHARLES SCHWAB & CO., INC.1+ years

Service code 21 · EIN 94-1737782

Bank Trustee

SIMPSON MANUFACTURING CO., INC. 401(K) PS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIMPSON MANUFACTURING CO., INC. 401(K) PS 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