Retirement plan

RETIREMENT SAVINGS PLAN

Name: PILKINGTON NORTH AMERICA, INC. - RETIREMENT SAVINGS PLAN (2019) Form 5500
Creator: PILKINGTON NORTH AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT SAVINGS PLAN, PILKINGTON NORTH AMERICA, INC.

PILKINGTON NORTH AMERICA, INC.EIN 34-1506654Plan #001PY 2019

811 MADISON AVENUE - TOLEDO, OH 43604419-247-3731

Other plans on this EIN

4 filings

#040Retirement-$123.5M assets #015Retirement-$81.1M assets #030Retirement-$58.2M assets #002Retirement-$34.7M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$326.7M

-5.6% from 2016

Total participants

1,675

-7.6% from 2016

Average account balance

$195,050

-3.4% from 2016

Annual return

19.41%

-9.59 pp from 2016

Benchmarks

See 383 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort383 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$369.99M

Not enough data

1 years with asset history on file

Average account balance

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

$181K

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.

2,040

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.

92.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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
PRUDENTIAL RETIREMENT INSURANCE AND2 years Service code 13 · EIN 06-1050034	Contract Administrator	$66,302
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632	Advisory (Plan)	$59,500
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-1357951	Accounting	$17,250
PRUDENTIAL RETIREMENT INSURANCE AND2 years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$207K

$166 / participant

Other / not subdivided$207K100.0%

% of EOY assets

0.063%

all-in expense ratio

Categories reported

0 / 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: PLANTE & MORAN, PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$195,050

$96,403+102.3%

$93,621+108.3%

$77,775+150.8%

Participation rate

100.0%

87.6%+12.4pp

75.8%+24.2pp

73.2%+26.8pp

Annual return

19.41%

39.36%-19.9pp

32.76%-13.3pp

32.58%-13.2pp

Employer contribution / active EE

$6,786

$3,616+87.7%

$2,719+149.6%

$2,504+171.0%

Participant deferral / active EE

$6,151

$5,341+15.2%

$4,070+51.2%

$3,966+55.1%

Admin fee / account holder

$123

$90+37.9%

$7,890-98.4%

$100+23.3%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND2 years

Service code 13 · EIN 06-1050034

Contract Administrator

$66,302

MORGAN STANLEY SMITH BARNEY2 years

Filed as: MORGAN STANLEY GLOBAL BANKING OPERA

Service code 27 · EIN 26-4310632

Advisory (Plan)

$59,500

PLANTE & MORAN, PLLC2 years

Filed as: PLANTE MORAN FINANCIAL ADVISORS

Service code 10 · EIN 38-1357951

Accounting

$17,250

PRUDENTIAL RETIREMENT INSURANCE AND2 years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 15

Recordkeeping

RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT 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