Retirement plan

KTPO 401(K) PLAN FOR HOURLY EMPLOYEES

Name: KUKA TOLEDO PRODUCTION OPERATIONS, LLC - KTPO 401(K) PLAN FOR HOURLY EMPLOYEES (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$29.9M

+16.0% from 2018

Total participants

323

+2.2% from 2018

Average account balance

$92,587

+13.5% from 2018

Annual return

20.24%

+24.91 pp from 2018

Benchmarks

See 2,415 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,415 peers

Snapshot2019

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 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS5+ years Service code 12 · EIN 13-3689044	Float revenue; Participant loan proce...	$47,173
MOORE COLSON1 year Filed as: MOORE DOEREN MAYHEW Service code 10 · EIN 38-3182105	Accounting	$14,000
NATIONAL FINANCIAL SERVICES5+ 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

$66K

$216 / participant

Investment mgmt$5K7.4%
Other / not subdivided$61K92.6%

% of EOY assets

0.221%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,587

$73,404+26.1%

$87,103+6.3%

$67,582+37.0%

Participation rate

100.0%

80.9%+19.1pp

76.9%+23.1pp

71.3%+28.7pp

Annual return

20.24%

48.29%-28.1pp

28.19%-8.0pp

378.57%-358.3pp

Employer contribution / active EE

$4,847

$2,014+140.7%

$2,521+92.2%

$2,148+125.7%

Participant deferral / active EE

$4,327

$3,913+10.6%

$4,049+6.9%

$3,539+22.2%

Admin fee / account holder

$205

$142+44.5%

$7,491-97.3%

$142+43.7%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS5+ years

Service code 12 · EIN 13-3689044

Float revenue; Participant loan proce...

$47,173

MOORE COLSON1 year

Filed as: MOORE DOEREN MAYHEW

Service code 10 · EIN 38-3182105

Accounting

$14,000

NATIONAL FINANCIAL SERVICES5+ 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