Retirement plan

NELSON GLOBAL PRODUCTS 401(K) PLAN

Name: NELSON GLOBAL PRODUCTS INC. - NELSON GLOBAL PRODUCTS 401(K) PLAN (2015) Form 5500
Creator: NELSON GLOBAL PRODUCTS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NELSON GLOBAL PRODUCTS 401(K) PLAN, NELSON GLOBAL PRODUCTS INC.

NELSON GLOBAL PRODUCTS INC.EIN 27-3318413Plan #001PY 2015

1560 WILLIAMS DRIVE - STOUGHTON, WI 535893336608-719-1756

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$42.9M

No prior year

Total participants

1,700

No prior year

Average account balance

$33,150

No prior year

Annual return

4.42%

No prior year

Benchmarks

See 742 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort742 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$59.19M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

821

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.

58.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.13M

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

+13.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$222

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
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282	Advisory (Plan)	$66,956
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$44,266
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391	Other Services	$21,243

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
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

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

$44K

$29 / participant

Contract admin$44K100.0%

% of EOY assets

0.103%

all-in expense ratio

Categories reported

1 / 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: CLIFTON, LARSON, ALLEN
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,150

$71,957-53.9%

$67,653-51.0%

$59,188-44.0%

Participation rate

73.1%

82.7%-9.5pp

75.7%-2.5pp

69.4%+3.7pp

Annual return

4.42%

8.53%-4.1pp

6625.22%-6620.8pp

5.51%-1.1pp

Employer contribution / active EE

$1,305

$2,432-46.3%

$2,266-42.4%

$2,098-37.8%

Participant deferral / active EE

$2,216

$4,211-47.4%

$3,560-37.7%

$3,265-32.1%

Admin fee / account holder

$34

$64-46.7%

$4,821-99.3%

$92-62.9%

Provider

Service type

Compensation

LOCKTON INVESTMENT ADVISORS, LLC1+ years

Filed as: LOCKTON INVESTMENT ADVISORS

Service code 27 · EIN 20-8874282

Advisory (Plan)

$66,956

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$44,266

LOCKTON INVESTMENT ADVISORS, LLC1+ years

Filed as: LOCKTON FINANCIAL ADVISORS LLC

Service code 49 · EIN 20-3247391

Other Services

$21,243

NELSON GLOBAL PRODUCTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NELSON GLOBAL PRODUCTS 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