Retirement plan

NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN PLAN

Name: NATIONAL MATERIAL LP - NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN PLAN (2018) Form 5500
Creator: NATIONAL MATERIAL LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN PLAN, NATIONAL MATERIAL LP

NATIONAL MATERIAL LPEIN 36-3559267Plan #004PY 2018

1965 PRATT BLVD - ELK GROVE VILLAGE, IL 60007847-806-7200LinkedIn1001-5000 employeesmining & metals

Prospect flagsLow employer contributionCorrective distributions

Top hat statement on fileNQDC

Filed December 30, 1992

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$46.8M

-9.8% from 2017

Total participants

705

+9.6% from 2017

Average account balance

$81,755

-5.5% from 2017

Annual return

-2.65%

-17.64 pp from 2017

Benchmarks

See 2,409 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,409 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$62.90M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

521

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.

70.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.04M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102

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

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Service providers

Top 10 of 15 by compensation

Provider	Service type	Compensation
RESOURCES INVESTMENT ADVISORS LLC1 year Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524	Advisory (Plan)	$24,006
MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years Service code 49 · EIN 04-1590850	Other Services	$10,002
FIRST HEARTLAND CONSULTANTS, INC.2 years Filed as: FIRST HEARTLAND CONSULTANTS INC. Service code 27 · EIN 43-1635589	Advisory (Plan)	$9,074
AB FUNDS1 year Service code 52 · EIN 13-4071393	Indirect Investment Fees	$0
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BLACKROCK2 years Service code 52 · EIN 51-0318674	Indirect Investment Fees	$0
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2448660	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Service code 52 · EIN 22-2894171	Indirect Investment Fees	$0
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3B3D2S2T

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$34K

$66 / participant

Investment mgmt$24K70.6%
Contract admin$10K29.2%
Other / not subdivided$750.2%

% of EOY assets

0.073%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WARADY AND DAVIS
Auditor EIN: 362170602
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,755

$65,118+25.5%

$76,768+6.5%

$55,725+46.7%

Participation rate

74.0%

79.6%-5.6pp

77.0%-2.9pp

70.9%+3.2pp

Annual return

-2.65%

-1.27%-1.4pp

2.43%-5.1pp

244.93%-247.6pp

Employer contribution / active EE

$313

$1,941-83.9%

$2,485-87.4%

$2,078-84.9%

Participant deferral / active EE

$4,046

$3,688+9.7%

$3,852+5.1%

$3,356+20.6%

Admin fee / account holder

$59

$116-48.7%

$6,675-99.1%

$115-48.4%

Provider

Service type

Compensation

RESOURCES INVESTMENT ADVISORS LLC1 year

Filed as: RESOURCES INVESTMENT ADVISORS, INC.

Service code 27 · EIN 43-1451524

Advisory (Plan)

$24,006

MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years

Service code 49 · EIN 04-1590850

Other Services

$10,002

FIRST HEARTLAND CONSULTANTS, INC.2 years

Filed as: FIRST HEARTLAND CONSULTANTS INC.

Service code 27 · EIN 43-1635589

Advisory (Plan)

$9,074

AB FUNDS1 year

Service code 52 · EIN 13-4071393

Indirect Investment Fees

AMERICAN FUNDS2 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BLACKROCK2 years

Service code 52 · EIN 51-0318674

Indirect Investment Fees

DELAWARE INVESTMENTS2 years

Service code 52 · EIN 23-2448660

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS2 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Service code 52 · EIN 22-2894171

Indirect Investment Fees

NORTHERN FUNDS2 years

Service code 52 · EIN 36-3608252

Indirect Investment Fees

NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN PLAN

Top hat statement on fileNQDC

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