Retirement plan

OKI DATA AMERICAS SAVINGS PLAN

Name: OKI DATA AMERICAS INC. - OKI DATA AMERICAS SAVINGS PLAN (2015) Form 5500
Creator: OKI DATA AMERICAS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OKI DATA AMERICAS SAVINGS PLAN, OKI DATA AMERICAS INC.

OKI DATA AMERICAS INC.EIN 22-3630684Plan #001PY 2015

2000 BISHOPS GATE BLVD. - MOUNT LAUREL, NJ 08054856-222-7231okidata.comLinkedIn201-500 employeescomputer hardware

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$66.2M

No prior year

Total participants

411

No prior year

Average account balance

$164,781

No prior year

Annual return

1.51%

No prior year

Benchmarks

See 2,111 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,111 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.84M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

101

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.

40.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$211K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

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

+10.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$480

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
MERCER1+ years Service code 16 PO BOX 13793 · NEWARK, NJ 07188	Consulting	$49,500
JENNIFER L ANDERSON, LLC1+ years Service code 10 · EIN 59-3791008	Accounting	$10,500
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$297

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T

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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$60K

$254 / participant

Other / not subdivided$60K100.0%

% of EOY assets

0.091%

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: JENNIFER L ANDERSON, LLC
Auditor EIN: 593791008
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$164,781

$57,108+188.5%

$94,229+74.9%

$52,331+214.9%

Participation rate

96.2%

72.9%+23.3pp

78.8%+17.4pp

68.1%+28.1pp

Annual return

1.51%

1.47%0pp

10.68%-9.2pp

4.54%-3.0pp

Employer contribution / active EE

$2,627

$1,735+51.4%

$3,587-26.8%

$1,882+39.6%

Participant deferral / active EE

$6,577

$3,040+116.4%

$4,320+52.2%

$3,022+117.6%

Admin fee / account holder

$150

$546-72.6%

$6,269-97.6%

$592-74.6%

Provider

Service type

Compensation

MERCER1+ years

Service code 16

PO BOX 13793 · NEWARK, NJ 07188

Consulting

$49,500

JENNIFER L ANDERSON, LLC1+ years

Service code 10 · EIN 59-3791008

Accounting

$10,500

T ROWE PRICE RPS INC1+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$297

OKI DATA AMERICAS SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OKI DATA AMERICAS SAVINGS 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