Retirement plan

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

Name: SIMPSON MANUFACTURING CO., INC. - SIMPSON MANUFACTURING CO., INC. 401(K) PS PLAN (2016) 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 2016

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$149.6M

-13.8% from 2016

Total participants

2,031

-9.9% from 2016

Average account balance

$80,291

-6.6% from 2016

Annual return

10.88%

+9.46 pp from 2016

Benchmarks

See 780 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort780 peers

Snapshot2016

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.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641	Recordkeeping	$12,023
STATE STREET GLOBAL ADVISORS1 year Filed as: STATE STREET BANK Service code 33 1 LINCOLN ST FL 1 · BOSTON, MA 02111	Securities brokerage commissions and ...	$5,124

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

$17K

$11 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.012%

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

$80,291

$80,211+0.1%

$74,184+8.2%

$63,975+25.5%

Participation rate

88.9%

84.2%+4.7pp

76.6%+12.3pp

71.1%+17.8pp

Annual return

10.88%

14.13%-3.2pp

17.74%-6.9pp

48.65%-37.8pp

Employer contribution / active EE

$5,788

$2,553+126.7%

$2,370+144.2%

$2,182+165.3%

Participant deferral / active EE

$2,821

$4,370-35.5%

$3,550-20.5%

$3,356-16.0%

Admin fee / account holder

$67-86.2%

$5,586-99.8%

$70-86.8%

Provider

Service type

Compensation

MILLIMAN, INC.2+ years

Filed as: MILLIMAN

Service code 15 · EIN 91-0675641

Recordkeeping

$12,023

STATE STREET GLOBAL ADVISORS1 year

Filed as: STATE STREET BANK

Service code 33

1 LINCOLN ST FL 1 · BOSTON, MA 02111

Securities brokerage commissions and ...

$5,124

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