Retirement plan

COURTAULDS TEXTILES AMERICA, INC. 401K PROFIT SHARING PLAN

Name: COURTAULDS TEXTILES AMERICA, INC. - COURTAULDS TEXTILES AMERICA, INC. 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: COURTAULDS TEXTILES AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COURTAULDS TEXTILES AMERICA, INC. 401K PROFIT SHARING PLAN, COURTAULDS TEXTILES AMERICA, INC.

COURTAULDS TEXTILES AMERICA, INC.EIN 13-2536251Plan #001PY 2016

358 5TH AVE FL 6 - NEW YORK, NY 100012209212-946-8025courtauldsusa.comLinkedIn1-10 employeesapparel & fashion

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$534K

+12.9% from 2015

Total participants

-20.0% from 2015

Average account balance

$133,497

+41.2% from 2015

Annual return

2.57%

+4.96 pp from 2015

Benchmarks

See 22,113 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,113 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$382K

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+2.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80742

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

0 years with F_SCH_H allocation on file

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

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.

Plan features & details

Pension benefit codes2E2G3E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$19K

$6379 / participant

Other / not subdivided$19K100.0%

% of EOY assets

3.584%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$133,497

$131,835+1.3%

$108,582+22.9%

$273,972-51.3%

Participation rate

100.0%

83.5%+16.5pp

79.6%+20.4pp

83.0%+17.0pp

Annual return

2.57%

-91.57%+94.1pp

-51.70%+54.3pp

41.46%-38.9pp

Employer contribution / active EE

$11,361

$4,913+131.3%

$3,758+202.3%

$4,869+133.3%

Participant deferral / active EE

$11,361

$5,127+121.6%

$4,311+163.5%

$5,287+114.9%

Admin fee / account holder

$4,785

$10,253-53.3%

$7,645-37.4%

$10,133-52.8%

COURTAULDS TEXTILES AMERICA, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COURTAULDS TEXTILES AMERICA, INC. 401K PROFIT SHARING 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