Retirement plan

OKI DATA AMERICAS SAVINGS PLAN

Name: OKI DATA AMERICAS INC. - OKI DATA AMERICAS SAVINGS PLAN (2023) 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 2023

8505 FREEPORT PKWY, SUITE 100 - IRVING, TX 75063856-252-3812okidata.comLinkedIn201-500 employeescomputer hardware

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$29.6M

-4.2% from 2022

Total participants

178

-10.1% from 2022

Average account balance

$171,075

+6.3% from 2022

Annual return

13.93%

+29.67 pp from 2022

Benchmarks

See 23,814 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,814 peers

Snapshot2023

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 2 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC9+ years Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202	Loan Processing	$970
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE INC Service code 15	Recordkeeping	$0

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

1 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$970

$40 / participant

Recordkeeping$37538.7%
Other / not subdivided$59561.3%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WHITLEY PENN LLP
Auditor EIN: 752393478
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$171,075

$154,193+10.9%

$130,045+31.6%

$139,466+22.7%

Participation rate

79.2%

82.0%-2.8pp

78.5%+0.7pp

80.3%-1.2pp

Annual return

13.93%

32.51%-18.6pp

-137.30%+151.2pp

373.66%-359.7pp

Employer contribution / active EE

$7,479

$5,292+41.3%

$4,321+73.1%

$4,754+57.3%

Participant deferral / active EE

$10,047

$6,709+49.8%

$5,820+72.6%

$6,712+49.7%

Admin fee / account holder

$13,989-100.0%

$10,600-99.9%

$11,409-100.0%

Provider

Service type

Compensation

T ROWE PRICE RPS INC9+ years

Service code 37

100 EAST PRATT STREET · BALTIMORE, MD 21202

Loan Processing

$970

T ROWE PRICE RPS INC4 years

Filed as: T ROWE PRICE INC

Service code 15

Recordkeeping

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