Retirement plan

EUROFINS SCIENTIFIC, INC. 401(K) INCENTIVE SAVINGS PLAN

Name: EUROFINS NSC US, INC. - EUROFINS SCIENTIFIC, INC. 401(K) INCENTIVE SAVINGS PLAN (2019) Form 5500
Creator: EUROFINS NSC US, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EUROFINS SCIENTIFIC, INC. 401(K) INCENTIVE SAVINGS PLAN, EUROFINS NSC US, INC.

EUROFINS NSC US, INC.EIN 27-3225082Plan #002PY 2019

343 WEST MAIN STREET - LEOLA, PA 17540717-556-3500

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$770.5M

+72.3% from 2018

Total participants

16,285

+37.3% from 2018

Average account balance

$49,616

+26.6% from 2018

Annual return

68.17%

+23.49 pp from 2018

Benchmarks

See 87 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants>=10,000

Cohort87 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.28B

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

19,375

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.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104.70M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81

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 8 by compensation

Provider	Service type	Compensation
CONRAD SIEGEL3 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900	Recordkeeping	$614,874
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782	Securities Custodian	$164,398
CONRAD SIEGEL5+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056	Advisory (Plan)	$134,673
SILICON VALLEY ACCOUNTANCY CORP1 year Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994	Accounting	$19,332
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111	Recordkeeping Fees	$300
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315	Investment Management	$0
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28	Investment Management	$0
DIMENSIONAL FUND ADVISORS5+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$934K

$86 / participant

Investment mgmt$135K14.4%
Other / not subdivided$799K85.6%

% of EOY assets

0.121%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: TROUT CPA
Auditor EIN: 231551315
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,616

$81,548-39.2%

$141,162-64.9%

$89,569-44.6%

Participation rate

93.1%

64.9%+28.2pp

82.5%+10.6pp

69.6%+23.5pp

Annual return

68.17%

47.43%+20.7pp

71.39%-3.2pp

34.56%+33.6pp

Employer contribution / active EE

$1,583

$2,272-30.3%

$4,735-66.6%

$2,584-38.7%

Participant deferral / active EE

$4,059

$5,280-23.1%

$6,709-39.5%

$4,220-3.8%

Admin fee / account holder

$60

$68-11.7%

$10,261-99.4%

$72-16.1%

Provider

Service type

Compensation

CONRAD SIEGEL3 years

Service code 15 · EIN 23-1669823

PO BOX 5900 · HARRISBURG, PA 171100900

Recordkeeping

$614,874

CHARLES SCHWAB & CO., INC.5+ years

Service code 19 · EIN 94-1737782

Securities Custodian

$164,398

CONRAD SIEGEL5+ years

Filed as: CONRAD SIEGEL INVESTMENT ADVISORS

Service code 27 · EIN 01-0726056

Advisory (Plan)

$134,673

SILICON VALLEY ACCOUNTANCY CORP1 year

Filed as: SILICON VALLEY ACCOUNTANCY CORP.

Service code 10 · EIN 77-0573994

Accounting

$19,332

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111

Recordkeeping Fees

$300

AMERICAN CENTURY2 years

Filed as: AMERICAN CENTURY INVESTMENT INC

Service code 28 · EIN 44-6006315

Investment Management

AMERICAN CENTURY2 years

Filed as: AMERICAN CENTURY INVESTMENT MANAGEM

Service code 28

Investment Management

DIMENSIONAL FUND ADVISORS5+ years

Filed as: DIMENSIONAL FUND ADVISORS LP

Service code 28 · EIN 30-0447847

Investment Management

EUROFINS SCIENTIFIC, INC. 401(K) INCENTIVE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EUROFINS SCIENTIFIC, INC. 401(K) INCENTIVE 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