Retirement plan

NAN YA PLASTICS CORPORATION, AMERICA EMPLOYEES PEN

Name: NAN YA PLASTICS CORPORATION, A - NAN YA PLASTICS CORPORATION, AMERICA EMPLOYEES PEN (2021) 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 2021

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

Other plans on this EIN

1 filing

#001Retirement-$82.2M assets

Prospect flagsLow returnsLow assets / participantLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$30.9M

+8.9% from 2020

Total participants

1,492

-5.7% from 2020

Average account balance

$21,981

+15.8% from 2020

Annual return

10.31%

+2.36 pp from 2020

Benchmarks

See 394 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort394 peers

Snapshot2021

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

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Service providers

Top 10 of 20 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907	Other Services	$39,067
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166	Advisory (Plan)	$21,467
AB FUNDS1 year Service code 52 · EIN 13-2625045	Indirect Investment Fees	$0
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043	Indirect Investment Fees	$0
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BLACKROCK1 year Service code 52 · EIN 13-3806694	Indirect Investment Fees	$0
COHEN & STEERS5 years Service code 52 · EIN 14-1904657	Indirect Investment Fees	$0
DIAMOND HILL5 years Service code 52 · EIN 31-6547095	Indirect Investment Fees	$0
EATON VANCE1 year Service code 52 · EIN 04-2718215	Indirect Investment Fees	$0
GUGGENHEIM PARTNERS INVESTMENT MGMT1 year Filed as: GUGGENHEIM INVESTMENTS Service code 52 · EIN 48-1183041	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

$61K

$53 / participant

Investment mgmt$21K35.5%
Contract admin$400.1%
Other / not subdivided$39K64.5%

% of EOY assets

0.196%

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 LLC
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,981

$114,195-80.8%

$106,555-79.4%

$93,010-76.4%

Participation rate

92.5%

86.4%+6.1pp

76.1%+16.4pp

73.9%+18.6pp

Annual return

10.31%

22.18%-11.9pp

26.80%-16.5pp

158.70%-148.4pp

Employer contribution / active EE

$1,075

$4,009-73.2%

$2,819-61.9%

$2,705-60.3%

Participant deferral / active EE

$5,908-100.0%

$4,399-100.0%

$4,561-100.0%

Admin fee / account holder

$43

$105-58.9%

$7,408-99.4%

$152-71.6%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 49 · EIN 84-0467907

Other Services

$39,067

UBS FINANCIAL SERVICES INC2 years

Filed as: UBS FINANCIAL SERVICES, INC.

Service code 27 · EIN 13-2638166

Advisory (Plan)

$21,467

AB FUNDS1 year

Service code 52 · EIN 13-2625045

Indirect Investment Fees

AMERICAN CENTURY5 years

Service code 52 · EIN 43-1646043

Indirect Investment Fees

AMERICAN FUNDS5 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BLACKROCK1 year

Service code 52 · EIN 13-3806694

Indirect Investment Fees

COHEN & STEERS5 years

Service code 52 · EIN 14-1904657

Indirect Investment Fees

DIAMOND HILL5 years

Service code 52 · EIN 31-6547095

Indirect Investment Fees

EATON VANCE1 year

Service code 52 · EIN 04-2718215

Indirect Investment Fees

GUGGENHEIM PARTNERS INVESTMENT MGMT1 year

Filed as: GUGGENHEIM INVESTMENTS

Service code 52 · EIN 48-1183041

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