Retirement plan

EMPLOYEE'S RETIREMENT PLAN OF HELLA CORPORATE CENTER USA AND AFFILIATES PLAN

Name: HELLA CORPORATE CENTER USA, INC. - EMPLOYEE'S RETIREMENT PLAN OF HELLA CORPORATE CENTER USA AND AFFILIATES PLAN (2015) Form 5500
Creator: HELLA CORPORATE CENTER USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE'S RETIREMENT PLAN OF HELLA CORPORATE CENTER USA AND AFFILIATES PLAN, HELLA CORPORATE CENTER USA, INC.

HELLA CORPORATE CENTER USA, INC.EIN 37-1048208Plan #004PY 2015

43811 PLYMOUTH OAKS BLVD. - PLYMOUTH, MI 48170734-414-0900

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed November 4, 2016 (most recent of 2 filings on file)

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)

$52.7M

No prior year

Total participants

816

No prior year

Average account balance

$68,181

No prior year

Annual return

1.24%

No prior year

Benchmarks

See 2,226 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,226 peers

Snapshot2015

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$88.53M

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.

1,004

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.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.06M

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

+10.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$170

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 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 70 · EIN 26-4310632	Consulting Fees	$99,677
GRAY HUNTER STENN LLP1+ years Service code 10 2602 WEST DEYOUNG ST. · MARION, IL 62959	Accounting	$6,576
MERRILL LYNCH PIERCE FENNER & SMITH1+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$3,765

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3F3H

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$110K

$168 / participant

Other / not subdivided$110K100.0%

% of EOY assets

0.209%

all-in expense ratio

Categories reported

0 / 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: GRAY HUNTER STENN, LLP
Auditor EIN: 363077757
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,181

$72,770-6.3%

$67,652+0.8%

$55,191+23.5%

Participation rate

93.4%

78.8%+14.7pp

75.7%+17.8pp

69.2%+24.3pp

Annual return

1.24%

-3.26%+4.5pp

6625.04%-6623.8pp

10.78%-9.5pp

Employer contribution / active EE

$3,095

$1,769+74.9%

$2,266+36.6%

$1,899+63.0%

Participant deferral / active EE

$5,031

$3,408+47.6%

$3,560+41.3%

$3,046+65.1%

Admin fee / account holder

$142

$79+80.6%

$4,821-97.0%

$91+56.8%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: MORGAN STANLEY GLOBAL BANKING OPERA

Service code 70 · EIN 26-4310632

Consulting Fees

$99,677

GRAY HUNTER STENN LLP1+ years

Service code 10

2602 WEST DEYOUNG ST. · MARION, IL 62959

Accounting

$6,576

MERRILL LYNCH PIERCE FENNER & SMITH1+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$3,765

EMPLOYEE'S RETIREMENT PLAN OF HELLA CORPORATE CENTER USA AND AFFILIATES PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE'S RETIREMENT PLAN OF HELLA CORPORATE CENTER USA AND AFFILIATES 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