Retirement plan

YOUNGER MFG. CO. 401(K) PLAN

Name: YOUNGER MFG. CO. - YOUNGER MFG. CO. 401(K) PLAN (2017) Form 5500
Creator: YOUNGER MFG. CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YOUNGER MFG. CO. 401(K) PLAN, YOUNGER MFG. CO.

YOUNGER MFG. CO.EIN 95-1851598Plan #001PY 2017

2925 CALIFORNIA STREET - TORRANCE, CA 90503310-783-1533

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$21.2M

+18.3% from 2016

Total participants

127

+9.5% from 2016

Average account balance

$171,257

+8.8% from 2016

Annual return

13.53%

+5.63 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$41.20M

Not enough data

1 years with asset history on file

Average account balance

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

$276K

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.

149

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+12.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$497

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 7 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER RETIREMENT ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$15,728
NATIONAL PLANNINC CORP1 year Service code 27 620 E. 30TH AVE. STE 220 · HUTCHINSON, KS 67502	Advisory (Plan)	$12,000
HOLTHOUSE CARLIN & VAN TRIGT LLP3+ years Filed as: HOLTHOUSE CARLIN & VAN TRIGT Service code 99 1801 W OLYMPIC BLVD · PASADENA, CA 911991404	Other Fees	$8,000
TRUOG-RYDING COMPANY, INC.3+ years Service code 13	Contract Administrator	$5,000
THE RYDING COMPANY3+ years Service code 13 2659 TOWNSGATE RD SUITE 101 · WESTLAKE VILLAGE, CA 91360	Contract Administrator	$3,727
TD AMERITRADE, INC.1 year Service code 33 208 S. 108TH AVENUE · OMAHA, NE 68154	Securities brokerage	$529
GREAT-WEST LIFE & ANNUITY INSURANCE3+ years Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$500

Plan features & details

Pension benefit codes2E2F2G2J2K2R3D

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.
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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$3K

$27 / participant

Contract admin$3K100.0%

% of EOY assets

0.015%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HOLTHOUSE CARLIN & VAN TRIGT LLP
Auditor EIN: 954345526
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$171,257

$55,453+208.8%

$170,439+0.5%

$62,293+174.9%

Participation rate

97.5%

66.4%+31.1pp

83.6%+13.9pp

69.5%+27.9pp

Annual return

13.53%

21.38%-7.8pp

205.94%-192.4pp

28.90%-15.4pp

Employer contribution / active EE

$4,397

$2,164+103.2%

$5,433-19.1%

$2,042+115.3%

Participant deferral / active EE

$7,554

$2,303+228.0%

$4,939+52.9%

$3,169+138.4%

Admin fee / account holder

$26

$455-94.3%

$13,881-99.8%

$479-94.6%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER RETIREMENT ADVISORY GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$15,728

NATIONAL PLANNINC CORP1 year

Service code 27

620 E. 30TH AVE. STE 220 · HUTCHINSON, KS 67502

Advisory (Plan)

$12,000

HOLTHOUSE CARLIN & VAN TRIGT LLP3+ years

Filed as: HOLTHOUSE CARLIN & VAN TRIGT

Service code 99

1801 W OLYMPIC BLVD · PASADENA, CA 911991404

Other Fees

$8,000

TRUOG-RYDING COMPANY, INC.3+ years

Service code 13

Contract Administrator

$5,000

THE RYDING COMPANY3+ years

Service code 13

2659 TOWNSGATE RD SUITE 101 · WESTLAKE VILLAGE, CA 91360

Contract Administrator

$3,727

TD AMERITRADE, INC.1 year

Service code 33

208 S. 108TH AVENUE · OMAHA, NE 68154

Securities brokerage

$529

GREAT-WEST LIFE & ANNUITY INSURANCE3+ years

Filed as: GREAT-WEST LIFE & ANNUITY COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$500

YOUNGER MFG. CO. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YOUNGER MFG. CO. 401(K) 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