Retirement plan

COPPERWELD BIMETALLICS LLC SAVINGS PLAN

Name: COPPERWELD BIMETALLICS LLC - COPPERWELD BIMETALLICS LLC SAVINGS PLAN (2017) Form 5500
Creator: COPPERWELD BIMETALLICS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COPPERWELD BIMETALLICS LLC SAVINGS PLAN, COPPERWELD BIMETALLICS LLC

COPPERWELD BIMETALLICS LLCEIN 98-0467972Plan #001PY 2017

254 COTTON MILL ROAD - FAYETTEVILLE, TN 37334931-433-0477LinkedIn1-10 employeesmining & metals

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$5.7M

+4.0% from 2016

Total participants

115

-0.9% from 2016

Average account balance

$60,830

+2.9% from 2016

Annual return

11.89%

+5.56 pp from 2016

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.80M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

299

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.

42.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+19.85%

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
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$1,413

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

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

$1K

$15 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.025%

all-in expense ratio

Categories reported

0 / 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: CHERRY BEKAERT LLP
Auditor EIN: 560574444
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,830

$67,602-10.0%

$82,312-26.1%

$70,126-13.3%

Participation rate

76.1%

72.8%+3.3pp

76.9%-0.8pp

69.5%+6.5pp

Annual return

11.89%

21.57%-9.7pp

25.88%-14.0pp

73.15%-61.3pp

Employer contribution / active EE

$1,396

$1,755-20.5%

$2,428-42.5%

$2,343-40.4%

Participant deferral / active EE

$2,729

$2,987-8.6%

$3,706-26.4%

$3,332-18.1%

Admin fee / account holder

$15

$4,512-99.7%

$5,608-99.7%

$4,645-99.7%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$1,413

COPPERWELD BIMETALLICS LLC SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COPPERWELD BIMETALLICS LLC SAVINGS 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