Retirement plan

RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF ERAMET MARIETTA, INC.

Name: ERAMET MARIETTA, INC. - RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF ERAMET MARIETTA, INC. (2020) Form 5500
Creator: ERAMET MARIETTA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF ERAMET MARIETTA, INC., ERAMET MARIETTA, INC.

ERAMET MARIETTA, INC.EIN 98-0201165Plan #003PY 2020

P.O. BOX 299 - MARIETTA, OH 457500299740-374-1000erametmarietta.comLinkedIn201-500 employeesmining & metals

Other plans on this EIN

1 filing

#001Retirement-$28.3M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed September 30, 1999

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)

$36.1M

+5.5% from 2019

Total participants

266

-2.2% from 2019

Average account balance

$165,576

+9.4% from 2019

Annual return

10.05%

-0.85 pp from 2019

Benchmarks

See 4,082 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,082 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.44M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

249

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.

80.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.11%

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RET. PLAN SERV., INC. Service code 19 · EIN 52-1481931	Securities Custodian	$27,845

Plan features & details

Pension benefit codes2E2F2G2J2K3H

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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$28K

$156 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.077%

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: SCHNEIDER DOWNS & CO., INC.
Auditor EIN: 251408703
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$165,576

$73,638+124.9%

$95,964+72.5%

$73,497+125.3%

Participation rate

73.0%

76.2%-3.1pp

77.1%-4.0pp

70.7%+2.4pp

Annual return

10.05%

16.78%-6.7pp

91.64%-81.6pp

28.51%-18.5pp

Employer contribution / active EE

$3,128

$1,863+67.9%

$2,541+23.1%

$2,270+37.8%

Participant deferral / active EE

$5,088

$3,617+40.7%

$4,167+22.1%

$3,740+36.0%

Admin fee / account holder

$128

$482-73.5%

$6,797-98.1%

$513-75.1%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3 years

Filed as: T. ROWE PRICE RET. PLAN SERV., INC.

Service code 19 · EIN 52-1481931

Securities Custodian

$27,845

RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF ERAMET MARIETTA, INC.

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF ERAMET MARIETTA, INC.

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