Retirement plan
NORDSTROM PUERTO RICO RETIREMENT & SAVINGS PLAN
NORDSTROM, INC.EIN 91-0515058Plan #003PY 2016
Other plans on this EIN
1 filingProspect flagsLow assets / participantLow participant contribution
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$477K
-77.4% from 2016
Total participants
408
-2.5% from 2016
Average account balance
$1,304
-77.2% from 2016
Annual return
19.17%
-19.17 pp from 2016
Benchmarks
Peer group
Industry45 - Retail Trade
Plan typeDefined contribution
Participants250-999
Cohort263 peers
Snapshot2016
13
Participant deferral / active EE
$487
median $1,796
45
Employer contribution / active EE
$719
median $711
69
Participation rate
86.4%
median 72.3%
1
Avg account balance
$1,304
median $31,217
87
Admin fee / account holder
$3
median $38
88
Annual return
19.17%
median 8.13%
Overall peer rank
51of 100
51st percentileavg across 6 metrics
Analytics
2015 - 2020
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$3K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
190
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
$44K
Contributions per participant
Average employer and participant contribution per enrolled participant
$935
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+0.09%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Top hat statement on fileNQDC
Filed June 19, 2020 (most recent of 3 filings on file)
Plan administrator
Plans declared (4)
- Nordstrom Directors Deferred Compensation Plan9 emp
- Nordstrom Deferred Compensation Plan488 emp
- Nordstrom Supplemental Executive Retirement Plan8 emp
- Nordstrom, Inc. Executive Severance Plan10 emp
Total covered: 515 employees
Plan features & details
Pension benefit codes2S2G2F2T3C
Plan features
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 2SAutomatic enrollmentPlan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3CPlan not intended to be qualifiedA plan not intended to be qualified under Code sections 401 403 or 408.
Opportunity flags
2 tripped
- OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
- OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Expense breakdown
Schedule H Part II
Admin total
$1K
$4 / participant
- Other / not subdivided$1K100.0%
% of EOY assets
0.249%
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
- MOSS ADAMS
- Auditor EIN
- 910189318
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer