Retirement plan

NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN

Name: NATIONAL MATERIAL, L.P. - NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN (2020) Form 5500
Creator: NATIONAL MATERIAL, L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN, NATIONAL MATERIAL, L.P.

NATIONAL MATERIAL, L.P.EIN 36-3559267Plan #004PY 2020

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

Prospect flagsCorrective 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)

$59.3M

+11.2% from 2019

Total participants

638

-5.5% from 2019

Average account balance

$112,531

+20.6% from 2019

Annual return

12.49%

-5.66 pp from 2019

Benchmarks

See 2,346 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,346 peers

Snapshot2020

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

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 13 by compensation

Provider	Service type	Compensation
RESOURCES INVESTMENT ADVISORS LLC3 years Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524	Advisory (Plan)	$36,009
MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years Service code 49 · EIN 04-1590850	Other Services	$9,794
AB FUNDS3 years Service code 52 · EIN 13-4071393	Indirect Investment Fees	$0
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150	Indirect Investment Fees	$0
BLACKROCK4 years Service code 52 · EIN 51-0318674	Indirect Investment Fees	$0
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2448660	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL2 years Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2466841	Indirect Investment Fees	$0
INVESCO2 years Service code 52 · EIN 94-2362417	Indirect Investment Fees	$0
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3B3D2T

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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$46K

$111 / participant

Investment mgmt$36K78.6%
Contract admin$10K21.4%

% of EOY assets

0.077%

all-in expense ratio

Categories reported

2 / 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: WARADY & DAVIS
Auditor EIN: 362170602
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,531

$79,519+41.5%

$95,964+17.3%

$73,412+53.3%

Participation rate

73.1%

81.2%-8.1pp

77.1%-4.0pp

72.2%+0.9pp

Annual return

12.49%

19.20%-6.7pp

91.64%-79.2pp

59.30%-46.8pp

Employer contribution / active EE

$1,021

$2,048-50.1%

$2,541-59.8%

$2,234-54.3%

Participant deferral / active EE

$4,647

$4,138+12.3%

$4,167+11.5%

$3,806+22.1%

Admin fee / account holder

$87

$184-52.8%

$6,797-98.7%

$158-45.0%

Provider

Service type

Compensation

RESOURCES INVESTMENT ADVISORS LLC3 years

Filed as: RESOURCES INVESTMENT ADVISORS, INC.

Service code 27 · EIN 43-1451524

Advisory (Plan)

$36,009

MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years

Service code 49 · EIN 04-1590850

Other Services

$9,794

AB FUNDS3 years

Service code 52 · EIN 13-4071393

Indirect Investment Fees

AMERICAN FUNDS4 years

Service code 52 · EIN 95-2817150

Indirect Investment Fees

BLACKROCK4 years

Service code 52 · EIN 51-0318674

Indirect Investment Fees

DELAWARE INVESTMENTS4 years

Service code 52 · EIN 23-2448660

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS4 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Filed as: FIDELITY INVESTMENTS

Service code 52 · EIN 04-2466841

Indirect Investment Fees

INVESCO2 years

Service code 52 · EIN 94-2362417

Indirect Investment Fees

PIMCO FUNDS4 years

Service code 52 · EIN 95-2632339

Indirect Investment Fees

NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION 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

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