Retirement plan

NIKON INC EMPLOYEES' SAVINGS AND INVESTMENT PLAN

Name: NIKON INC. - NIKON INC EMPLOYEES' SAVINGS AND INVESTMENT PLAN (2019) Form 5500
Creator: NIKON INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NIKON INC EMPLOYEES' SAVINGS AND INVESTMENT PLAN, NIKON INC.

NIKON INC.EIN 13-1934735Plan #002PY 2019

1300 WALT WHITMAN RD - MELVILLE, NY 117473001631-547-4200nikonusa.comLinkedIn51-200 employeesphotography

Other plans on this EIN

1 filing

#001Retirement-$115.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$93.1M

+20.9% from 2018

Total participants

442

-2.6% from 2018

Average account balance

$221,702

+24.0% from 2018

Annual return

23.78%

+27.54 pp from 2018

Benchmarks

See 1,313 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,313 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$134.94M

Not enough data

1 years with asset history on file

Average account balance

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

$299K

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.

452

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.57M

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

+19.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$141

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 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVESTMENTS INSTIT OPS CO Service code 60	Sub-TA Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVESTMENTS INSTIT OPS CO, Service code 60	Sub-TA Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INV.INSTIT OPS CO Service code 37 · EIN 04-2647786	Loan Processing	-$5,800

Plan features & details

Pension benefit codes2J2K3H

Plan features

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$12 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.005%

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: NUSSBAUM BERG KLEIN & WOLPOW CPAS
Auditor EIN: 260221653
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$221,702

$69,159+220.6%

$125,195+77.1%

$67,582+228.1%

Participation rate

93.6%

78.2%+15.4pp

79.8%+13.9pp

71.3%+22.4pp

Annual return

23.78%

27.12%-3.3pp

43.79%-20.0pp

378.57%-354.8pp

Employer contribution / active EE

$3,113

$2,023+53.9%

$3,866-19.5%

$2,148+44.9%

Participant deferral / active EE

$10,360

$3,700+180.0%

$4,937+109.8%

$3,539+192.7%

Admin fee / account holder

$10

$142-92.9%

$9,704-99.9%

$142-93.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVESTMENTS INSTIT OPS CO

Service code 60

Sub-TA Fees

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVESTMENTS INSTIT OPS CO,

Service code 60

Sub-TA Fees

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INV.INSTIT OPS CO

Service code 37 · EIN 04-2647786

Loan Processing

-$5,800

NIKON INC EMPLOYEES' SAVINGS AND INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NIKON INC EMPLOYEES' SAVINGS AND INVESTMENT 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