Retirement plan

SAVINGS PLAN FOR HOURLY EMPLOYEES OF SUPERIOR ESSEX INC.

Name: SUPERIOR ESSEX INC. - SAVINGS PLAN FOR HOURLY EMPLOYEES OF SUPERIOR ESSEX INC. (2017) Form 5500
Creator: SUPERIOR ESSEX INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAVINGS PLAN FOR HOURLY EMPLOYEES OF SUPERIOR ESSEX INC., SUPERIOR ESSEX INC.

SUPERIOR ESSEX INC.EIN 20-0282396Plan #007PY 2017

6120 POWERS FERRY ROAD, STE 150 - ATLANTA, GA 30339770-657-6432superioressex.comLinkedIn1001-5000 employeeselectrical/electronic manufacturing

Other plans on this EIN

1 filing

#001Retirement-$153.6M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$18.1M

-8.3% from 2016

Total participants

482

+14.1% from 2016

Average account balance

$43,671

-19.1% from 2016

Annual return

13.71%

-7.96 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.62M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

416

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.

93.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.99M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$176

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
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Service code 12 · EIN 13-3689044	Investment management; Float revenue;...	$32,902
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517	Accounting	$9,579
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2E2G2J2K2S2T3H

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.
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.
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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$45K

$113 / participant

Other / not subdivided$45K100.0%

% of EOY assets

0.247%

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: DELOITTE & TOUCHE LLP
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,671

$69,305-37.0%

$82,312-46.9%

$69,634-37.3%

Participation rate

82.7%

80.3%+2.5pp

76.9%+5.8pp

70.7%+12.1pp

Annual return

13.71%

21.47%-7.8pp

25.88%-12.2pp

27572.26%-27558.6pp

Employer contribution / active EE

$1,387

$1,887-26.5%

$2,428-42.9%

$2,032-31.7%

Participant deferral / active EE

$2,217

$3,568-37.9%

$3,706-40.2%

$3,224-31.2%

Admin fee / account holder

$108

$97+11.0%

$5,608-98.1%

$110-2.3%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Service code 12 · EIN 13-3689044

Investment management; Float revenue;...

$32,902

DELOITTE & TOUCHE LLP3+ years

Service code 10 · EIN 13-3891517

Accounting

$9,579

NATIONAL FINANCIAL SERVICES3+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

SAVINGS PLAN FOR HOURLY EMPLOYEES OF SUPERIOR ESSEX INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAVINGS PLAN FOR HOURLY EMPLOYEES OF SUPERIOR ESSEX INC.

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