Retirement plan

ARVIN SANGO, INC. & SUBSIDIARIES SAVINGS PLAN

Name: ARVIN SANGO, INC. AND SUBSIDIARIES - ARVIN SANGO, INC. & SUBSIDIARIES SAVINGS PLAN (2019) Form 5500
Creator: ARVIN SANGO, INC. AND SUBSIDIARIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARVIN SANGO, INC. & SUBSIDIARIES SAVINGS PLAN, ARVIN SANGO, INC. AND SUBSIDIARIES

ARVIN SANGO, INC. AND SUBSIDIARIESEIN 35-1705627Plan #002PY 2019

2905 WILSON AVENUE - MADISON, IN 47250812-265-2888

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$79.2M

+20.3% from 2018

Total participants

1,045

+11.3% from 2018

Average account balance

$78,043

+8.1% from 2018

Annual return

18.65%

+21.45 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

$88.65M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

1,383

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48

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 9 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.5+ years Service code 49 · EIN 04-1590850	Other Services	$31,054
AB FUNDS3 years Service code 52 · EIN 13-4071393	Indirect Investment Fees	$0
ARTISAN PARTNERS3 years Filed as: ARTISAN Service code 52 · EIN 39-1811840	Indirect Investment Fees	$0
JOHN HANCOCK LIFE INSURANCE COMPANY3 years Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149	Indirect Investment Fees	$0
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252	Indirect Investment Fees	$0
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527	Indirect Investment Fees	$0
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1945930	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D2S2T

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

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

Expense breakdown

Schedule H Part II

Admin total

$31K

$33 / participant

Contract admin$31K99.7%
Other / not subdivided$1090.3%

% of EOY assets

0.039%

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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,043

$73,404+6.3%

$87,103-10.4%

$67,582+15.5%

Participation rate

96.8%

80.9%+15.9pp

76.9%+19.9pp

71.3%+25.5pp

Annual return

18.65%

48.29%-29.6pp

28.19%-9.5pp

378.57%-359.9pp

Employer contribution / active EE

$3,155

$2,014+56.7%

$2,521+25.1%

$2,148+46.9%

Participant deferral / active EE

$3,567

$3,913-8.8%

$4,049-11.9%

$3,539+0.8%

Admin fee / account holder

$31

$142-78.3%

$7,491-99.6%

$142-78.4%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.5+ years

Service code 49 · EIN 04-1590850

Other Services

$31,054

AB FUNDS3 years

Service code 52 · EIN 13-4071393

Indirect Investment Fees

ARTISAN PARTNERS3 years

Filed as: ARTISAN

Service code 52 · EIN 39-1811840

Indirect Investment Fees

JOHN HANCOCK LIFE INSURANCE COMPANY3 years

Filed as: JOHN HANCOCK

Service code 52 · EIN 04-3279774

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY3 years

Filed as: JP MORGAN

Service code 52 · EIN 33-1043149

Indirect Investment Fees

NORTHERN FUNDS3 years

Service code 52 · EIN 36-3608252

Indirect Investment Fees

PGIM INVESTMENTS3 years

Service code 52 · EIN 22-3468527

Indirect Investment Fees

T ROWE PRICE RPS INC3 years

Filed as: T. ROWE PRICE

Service code 52 · EIN 52-1827505

Indirect Investment Fees

THE VANGUARD GROUP, INC.3 years

Filed as: VANGUARD

Service code 52 · EIN 23-1945930

Indirect Investment Fees

ARVIN SANGO, INC. & SUBSIDIARIES SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARVIN SANGO, INC. & SUBSIDIARIES 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