Retirement plan

NAN YA PLASTICS CORPORATION, AMERICA EMPLOYEES PEN

Name: NAN YA PLASTICS CORPORATION, A - NAN YA PLASTICS CORPORATION, AMERICA EMPLOYEES PEN (2020) 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 2020

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

Other plans on this EIN

1 filing

#001Retirement-$71.8M assets

Prospect flagsLow returnsLow assets / participantLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$28.4M

+10.2% from 2019

Total participants

1,583

-0.8% from 2019

Average account balance

$18,982

+11.3% from 2019

Annual return

7.95%

-7.51 pp from 2019

Benchmarks

See 388 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort388 peers

Snapshot2020

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 9 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC1 year Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166	Advisory (Plan)	$16,650
MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$4,783
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043	Indirect Investment Fees	$0
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
COHEN & STEERS4 years Service code 52 · EIN 14-1904657	Indirect Investment Fees	$0
DIAMOND HILL4 years Service code 52 · EIN 31-6547095	Indirect Investment Fees	$0
INVESCO2 years Service code 52 · EIN 93-6305075	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0
VOYA RETIREMENT INSURANCE & ANNUITY3 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

$21K

$17 / participant

Investment mgmt$17K77.7%
Contract admin$5K22.3%

% of EOY assets

0.075%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,982

$105,190-82.0%

$98,920-80.8%

$90,274-79.0%

Participation rate

93.0%

86.4%+6.6pp

76.0%+17.0pp

73.4%+19.6pp

Annual return

7.95%

18.52%-10.6pp

196.47%-188.5pp

53.97%-46.0pp

Employer contribution / active EE

$984

$3,831-74.3%

$2,689-63.4%

$2,523-61.0%

Participant deferral / active EE

$5,616-100.0%

$4,245-100.0%

$4,231-100.0%

Admin fee / account holder

$14

$97-85.3%

$6,643-99.8%

$114-87.4%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC1 year

Filed as: UBS FINANCIAL SERVICES, INC.

Service code 27 · EIN 13-2638166

Advisory (Plan)

$16,650

MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$4,783

AMERICAN CENTURY4 years

Service code 52 · EIN 43-1646043

Indirect Investment Fees

AMERICAN FUNDS4 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

COHEN & STEERS4 years

Service code 52 · EIN 14-1904657

Indirect Investment Fees

DIAMOND HILL4 years

Service code 52 · EIN 31-6547095

Indirect Investment Fees

INVESCO2 years

Service code 52 · EIN 93-6305075

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY2 years

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

VOYA RETIREMENT INSURANCE & ANNUITY3 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