PlanOptica
Retirement plan

NORDSTROM PUERTO RICO RETIREMENT & SAVINGS PLAN

NORDSTROM, INC.EIN 91-0515058Plan #003PY 2018
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PO BOX 1270 - SEATTLE, WA 98101206-628-2111nordstrom.comLinkedIn10001+ employeesretail
Other plans on this EIN
1 filing
#001Retirement-$3.15B assets
Prospect flagsLow assets / participantLow employer contributionLow participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(206) 628-2111
How to read this page

Summary metrics

Total assets (EOY)
$439K
-77.4% from 2016
Total participants
160
-2.5% from 2016
Average account balance
$3,324
-77.2% from 2016
Annual return
-3.98%
-19.17 pp from 2016

Benchmarks

See 448 peers
Peer group
Industry45 - Retail Trade
Plan typeDefined contribution
Participants100-249
Cohort448 peers
Snapshot2018
Participant deferral / active EE
$110
median $2,269
Employer contribution / active EE
$18
median $911
Participation rate
81.5%
median 72.6%
Avg account balance
$3,324
median $36,614
Admin fee / account holder
$11
median $96
Annual return
-3.98%
median -5.54%
Overall peer rank
37th 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

Top 1 by compensation
ProviderService typeCompensation
ALIGHT SOLUTIONS LLC1 year
Service code 15 · EIN 82-1061233
Recordkeeping
$1,446

Top hat statement on fileNQDC

Filed June 19, 2020 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
1700 Seventh Avenue, Suite 900
Seattle, WA 98101
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

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

Open the filing PDF

Plan features & details

Pension benefit codes2F2G2S2T3C
Plan features
  • 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.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 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.
  • 3C
    Plan not intended to be qualified
    A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

3 tripped
  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

  • OpportunityLow employer contribution

    Employer 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
$10 / participant
  • Contract admin$1K100.0%
% of EOY assets
0.330%
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
MOSS ADAMS LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Disclaimer