Retirement plan

MANA 401(K) PLAN

Name: MANA NUTRITIVE AID PRODUCTS DBA MANA NUTRITION - MANA 401(K) PLAN (2020) Form 5500
Creator: MANA NUTRITIVE AID PRODUCTS DBA MANA NUTRITION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANA 401(K) PLAN, MANA NUTRITIVE AID PRODUCTS DBA MANA NUTRITION

MANA NUTRITIVE AID PRODUCTS DBA MANA NUTRITIONEIN 27-0165743Plan #001PY 2020

130 LIBRARY LANE - MATTHEWS, NC 28105855-438-6262

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$884K

+69.2% from 2019

Total participants

+27.9% from 2019

Average account balance

$16,676

+30.9% from 2019

Annual return

33.50%

+6.37 pp from 2019

Benchmarks

See 2,371 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,371 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.04M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

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.

86.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$456K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+20.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2758

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2T3D

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).
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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$91 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.483%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,676

$63,082-73.6%

$81,716-79.6%

$79,852-79.1%

Participation rate

95.7%

67.5%+28.2pp

72.0%+23.7pp

69.6%+26.1pp

Annual return

33.50%

22.66%+10.8pp

29.49%+4.0pp

31.72%+1.8pp

Employer contribution / active EE

$1,695

$1,795-5.6%

$4,310-60.7%

$2,471-31.4%

Participant deferral / active EE

$2,340

$2,780-15.9%

$7,108-67.1%

$3,740-37.4%

Admin fee / account holder

$81

$4,428-98.2%

$5,159-98.4%

$5,306-98.5%

MANA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANA 401(K) 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