Retirement plan

NAN YA PLASTICS CORPORATION, AMERICA EMPLOYEES PEN

Name: NAN YA PLASTICS CORPORATION, A - NAN YA PLASTICS CORPORATION, AMERICA EMPLOYEES PEN (2019) Form 5500
Creator: NAN YA PLASTICS CORPORATION, A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NAN YA PLASTICS CORPORATION, AMERICA EMPLOYEES PEN, NAN YA PLASTICS CORPORATION, A

NAN YA PLASTICS CORPORATION, AEIN 22-3009119Plan #002PY 2019

9 PEACH TREE HILL ROAD - LIVINGSTON, NJ 07039973-716-7349npcam.comLinkedIn1001-5000 employeeschemicals

Other plans on this EIN

1 filing

#001Retirement-$67.5M assets

Prospect flagsLow returnsLow assets / participantLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$25.8M

+16.7% from 2018

Total participants

1,595

+1.3% from 2018

Average account balance

$17,058

+12.2% from 2018

Annual return

15.46%

+19.99 pp from 2018

Benchmarks

See 383 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort383 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.82M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

1,003

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.

93.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+8.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40

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 10 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742	Insurance Commissions	$22,400
MASSACHUSETTS MUTUAL LIFE INS. CO.5+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$862
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043	Indirect Investment Fees	$0
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
COHEN & STEERS3 years Service code 52 · EIN 14-1904657	Indirect Investment Fees	$0
DIAMOND HILL3 years Service code 52 · EIN 31-6547095	Indirect Investment Fees	$0
INVESCO1 year Service code 52 · EIN 93-6305075	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339	Indirect Investment Fees	$0
VOYA RETIREMENT INSURANCE & ANNUITY2 years Filed as: VOYA FUNDS Service code 52 · EIN 95-4516049	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2C2F

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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).

Opportunity flags

4 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 returns
Annual investment return 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

$862

$1 / participant

Contract admin$862100.0%

% of EOY assets

0.003%

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: BDO USA LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,058

$96,403-82.3%

$93,621-81.8%

$77,775-78.1%

Participation rate

93.2%

87.6%+5.6pp

75.8%+17.4pp

73.2%+20.0pp

Annual return

15.46%

39.36%-23.9pp

32.76%-17.3pp

32.58%-17.1pp

Employer contribution / active EE

$1,008

$3,616-72.1%

$2,719-62.9%

$2,504-59.7%

Participant deferral / active EE

$5,341-100.0%

$4,070-100.0%

$3,966-100.0%

Admin fee / account holder

$90-99.4%

$7,890-100.0%

$100-99.4%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC5+ years

Filed as: UBS FINANCIAL SERVICES INS AGENCY I

Service code 53 · EIN 51-0120742

Insurance Commissions

$22,400

MASSACHUSETTS MUTUAL LIFE INS. CO.5+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$862

AMERICAN CENTURY3 years

Service code 52 · EIN 43-1646043

Indirect Investment Fees

AMERICAN FUNDS3 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

COHEN & STEERS3 years

Service code 52 · EIN 14-1904657

Indirect Investment Fees

DIAMOND HILL3 years

Service code 52 · EIN 31-6547095

Indirect Investment Fees

INVESCO1 year

Service code 52 · EIN 93-6305075

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

PIMCO FUNDS3 years

Service code 52 · EIN 95-2632339

Indirect Investment Fees

VOYA RETIREMENT INSURANCE & ANNUITY2 years

Filed as: VOYA FUNDS

Service code 52 · EIN 95-4516049

Indirect Investment Fees

NAN YA PLASTICS CORPORATION, AMERICA EMPLOYEES PEN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NAN YA PLASTICS CORPORATION, AMERICA EMPLOYEES PEN

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