Retirement plan

UPONOR NORTH AMERICA RETIREMENT SAVINGS AND INVESTMENT PLAN

Name: UPONOR NORTH AMERICA, INC. - UPONOR NORTH AMERICA RETIREMENT SAVINGS AND INVESTMENT PLAN (2023) Form 5500
Creator: UPONOR NORTH AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UPONOR NORTH AMERICA RETIREMENT SAVINGS AND INVESTMENT PLAN, UPONOR NORTH AMERICA, INC.

UPONOR NORTH AMERICA, INC.EIN 36-3306746Plan #001PY 2023

5925 148TH STREET WEST - APPLE VALLEY, MN 551248197952-997-8993uponor-usa.comLinkedIn501-1000 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$89.3M

+16.1% from 2022

Total participants

1,094

-7.3% from 2022

Average account balance

$83,097

+25.3% from 2022

Annual return

16.83%

+31.92 pp from 2022

Benchmarks

See 2,422 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,422 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$100.84M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

1,140

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.

97.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.12M

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

+12.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$92

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
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641	Recordkeeping	$91,182
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 51-0492818	Advisory (Plan)	$27,750
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259	Securities Custodian	$31
CHARLES SCHWAB & CO., INC.9+ years Service code 19 · EIN 94-1737782	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2G2J2K2T3D

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.
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.
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

$119K

$146 / participant

Recordkeeping$91K76.6%
Investment mgmt$28K23.3%
Other / not subdivided$350.0%

% of EOY assets

0.133%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,097

$99,201-16.2%

$96,544-13.9%

$74,473+11.6%

Participation rate

97.7%

80.7%+17.0pp

76.0%+21.7pp

70.7%+26.9pp

Annual return

16.83%

22.40%-5.6pp

25.88%-9.1pp

34.36%-17.5pp

Employer contribution / active EE

$3,210

$2,570+24.9%

$2,966+8.2%

$2,638+21.7%

Participant deferral / active EE

$6,791

$4,938+37.5%

$4,851+40.0%

$4,530+49.9%

Admin fee / account holder

$111

$225-50.8%

$8,254-98.7%

$347-68.1%

Provider

Service type

Compensation

MILLIMAN, INC.9+ years

Service code 15 · EIN 91-0675641

Recordkeeping

$91,182

SAGEVIEW ADVISORY GROUP, LLC9+ years

Filed as: SAGEVIEW ADVISORY GROUP

Service code 27 · EIN 51-0492818

Advisory (Plan)

$27,750

CHARLES SCHWAB & CO., INC.4 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 19 · EIN 82-3967259

Securities Custodian

$31

CHARLES SCHWAB & CO., INC.9+ years

Service code 19 · EIN 94-1737782

Securities Custodian

UPONOR NORTH AMERICA RETIREMENT SAVINGS AND INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UPONOR NORTH AMERICA RETIREMENT SAVINGS AND INVESTMENT 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