Retirement plan

KTPO 401(K) PLAN FOR HOURLY EMPLOYEES

Name: KUKA TOLEDO PRODUCTION OPERATIONS, LLC - KTPO 401(K) PLAN FOR HOURLY EMPLOYEES (2018) Form 5500
Creator: KUKA TOLEDO PRODUCTION OPERATIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KTPO 401(K) PLAN FOR HOURLY EMPLOYEES, KUKA TOLEDO PRODUCTION OPERATIONS, LLC

KUKA TOLEDO PRODUCTION OPERATIONS, LLCEIN 30-0280986Plan #008PY 2018

6600 CENTER DRIVE - STERLING HEIGHTS, MI 48312586-795-1103kukausa.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$25.8M

-3.7% from 2017

Total participants

316

-2.5% from 2017

Average account balance

$81,593

-1.6% from 2017

Annual return

-4.67%

-19.99 pp from 2017

Benchmarks

See 2,409 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,409 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$36.93M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

291

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.

92.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.85M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$219

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 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS4+ years Service code 12 · EIN 13-3689044	Recordkeeping fees; Float revenue; Pa...	$42,382
MOORE COLSON1 year Filed as: MOORE STEPHENS DOEREN MAYHEW Service code 10 · EIN 38-3182105	Accounting	$23,500
MID ATLANTIC CAPITAL CORPORATION1 year Service code 33 · EIN 25-1409618	Securities brokerage; Securities brok...	$0
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2J2T3D3H

Plan features

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$71K

$236 / participant

Investment mgmt$5K6.8%
Other / not subdivided$66K93.2%

% of EOY assets

0.274%

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: MOORE STEPHENS COEREN MAYHEW
Auditor EIN: 382492570
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,593

$65,118+25.3%

$76,767+6.3%

$55,725+46.4%

Participation rate

100.0%

79.6%+20.4pp

77.0%+23.0pp

70.9%+29.1pp

Annual return

-4.67%

-1.27%-3.4pp

2.43%-7.1pp

244.93%-249.6pp

Employer contribution / active EE

$2,701

$1,941+39.2%

$2,485+8.7%

$2,078+30.0%

Participant deferral / active EE

$3,197

$3,688-13.3%

$3,852-17.0%

$3,356-4.7%

Admin fee / account holder

$224

$116+93.0%

$6,675-96.7%

$115+94.1%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS4+ years

Service code 12 · EIN 13-3689044

Recordkeeping fees; Float revenue; Pa...

$42,382

MOORE COLSON1 year

Filed as: MOORE STEPHENS DOEREN MAYHEW

Service code 10 · EIN 38-3182105

Accounting

$23,500

MID ATLANTIC CAPITAL CORPORATION1 year

Service code 33 · EIN 25-1409618

Securities brokerage; Securities brok...

NATIONAL FINANCIAL SERVICES4+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

KTPO 401(K) PLAN FOR HOURLY EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KTPO 401(K) PLAN FOR HOURLY EMPLOYEES

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