Retirement plan

NISHIKAWA COOPER LLC RETIREMENT PLAN

Name: NISHIKAWA COOPER LLC - NISHIKAWA COOPER LLC RETIREMENT PLAN (2021) Form 5500
Creator: NISHIKAWA COOPER LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NISHIKAWA COOPER LLC RETIREMENT PLAN, NISHIKAWA COOPER LLC

NISHIKAWA COOPER LLCEIN 35-1763958Plan #002PY 2021

324 MORROW STREET - TOPEKA, IN 46571260-593-2156niscoseals.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$58.7M

+7.2% from 2020

Total participants

1,440

+8.4% from 2020

Average account balance

$41,573

-1.8% from 2020

Annual return

13.80%

+3.60 pp from 2020

Benchmarks

See 1,172 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,172 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$64.84M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

1,375

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.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$217

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 2 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969	Recordkeeping	$177,786
LOCKTON INVESTMENT ADVISORS, LLC1 year Filed as: LOCKTON INVESTMENT ADVISORS Service code 38 500 W MONROE ST. · CHICAGO, IL 60661	Participant Communication	$5,364

Plan features & details

Pension benefit codes2E2G2J2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$183K

$215 / participant

Investment mgmt$5K2.9%
Contract admin$178K97.1%

% of EOY assets

0.312%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,573

$93,131-55.4%

$106,555-61.0%

$86,821-52.1%

Participation rate

96.8%

81.4%+15.4pp

76.1%+20.7pp

72.3%+24.5pp

Annual return

13.80%

19.45%-5.7pp

26.80%-13.0pp

97.94%-84.1pp

Employer contribution / active EE

$1,720

$2,895-40.6%

$2,819-39.0%

$2,406-28.5%

Participant deferral / active EE

$3,636

$4,708-22.8%

$4,399-17.3%

$4,132-12.0%

Admin fee / account holder

$130

$145-10.7%

$7,408-98.3%

$170-23.6%

Provider

Service type

Compensation

NEWPORT GROUP, INC.3 years

Filed as: NEWPORT GROUP INC

Service code 15 · EIN 27-2037969

Recordkeeping

$177,786

LOCKTON INVESTMENT ADVISORS, LLC1 year

Filed as: LOCKTON INVESTMENT ADVISORS

Service code 38

500 W MONROE ST. · CHICAGO, IL 60661

Participant Communication

$5,364

NISHIKAWA COOPER LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NISHIKAWA COOPER LLC RETIREMENT 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