Retirement plan

SHISEIDO AMERICAS GROUP RETIREMENT PLAN

Name: SHISEIDO AMERICAS CORPORATION - SHISEIDO AMERICAS GROUP RETIREMENT PLAN (2024) Form 5500
Creator: SHISEIDO AMERICAS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHISEIDO AMERICAS GROUP RETIREMENT PLAN, SHISEIDO AMERICAS CORPORATION

SHISEIDO AMERICAS CORPORATIONEIN 13-3480646Plan #001PY 2024

390 MADISON AVENUE, FLOOR 20 - NEW YORK, NY 10017212-805-2300LinkedIn501-1000 employeescosmetics

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$360.3M

+14.0% from 2023

Total participants

3,426

+1.8% from 2023

Average account balance

$106,446

+13.1% from 2023

Annual return

14.39%

-4.35 pp from 2023

Benchmarks

See 154 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants1,000-4,999

Cohort154 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$360.32M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

3,385

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.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29.45M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$86

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 5 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL8 years Service code 37 · EIN 04-2647786	Loan Processing	$153,554
MMA SECURITIES LLC1 year Service code 22 · EIN 36-1436000	Insurance Broker	$48,865
CBIZ RETIREMENT PLAN SERVICES1 year Filed as: CBIZ Service code 16 · EIN 22-2769024	Consulting	$37,653
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$24,761
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392	Advisory (Plan)	$24,112

Plan features & details

Pension benefit codes2F2G2J2K2S2T3F3H2E3D2R

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$291K

$174 / participant

Recordkeeping$153K52.6%
Investment mgmt$49K16.8%
Other / not subdivided$89K30.6%

% of EOY assets

0.081%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: $0
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$106,446

$148,970-28.5%

$136,007-21.7%

$199,593-46.7%

Participation rate

97.6%

79.4%+18.2pp

76.5%+21.1pp

72.0%+25.6pp

Annual return

14.39%

27.07%-12.7pp

579.32%-564.9pp

34.25%-19.9pp

Employer contribution / active EE

$7,758

$3,561+117.9%

$4,217+84.0%

$3,034+155.7%

Participant deferral / active EE

$9,816

$6,140+59.9%

$7,025+39.7%

$5,087+93.0%

Admin fee / account holder

$86

$144-40.2%

$6,858-98.7%

$269-68.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL8 years

Service code 37 · EIN 04-2647786

Loan Processing

$153,554

MMA SECURITIES LLC1 year

Service code 22 · EIN 36-1436000

Insurance Broker

$48,865

CBIZ RETIREMENT PLAN SERVICES1 year

Filed as: CBIZ

Service code 16 · EIN 22-2769024

Consulting

$37,653

STRATEGIC ADVISORS, INC.2 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$24,761

MMA SECURITIES LLC1 year

Filed as: MMA SECURITIES

Service code 27 · EIN 22-3570392

Advisory (Plan)

$24,112

SHISEIDO AMERICAS GROUP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHISEIDO AMERICAS GROUP RETIREMENT 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