Retirement plan

EMPLOYEE'S RETIREMENT PLAN OF HELLA USA

Name: HELLA CORPORATE CENTER USA - EMPLOYEE'S RETIREMENT PLAN OF HELLA USA (2017) Form 5500
Creator: HELLA CORPORATE CENTER USA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE'S RETIREMENT PLAN OF HELLA USA, HELLA CORPORATE CENTER USA

HELLA CORPORATE CENTER USAEIN 37-1048208Plan #004PY 2017

43811 PLYMOUTH OAKS BLVD. - PLYMOUTH TWP., MI 48170734-414-0920

Prospect flagsCorrective distributions

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)

$67.3M

+19.9% from 2016

Total participants

920

+10.2% from 2016

Average account balance

$75,149

+10.5% from 2016

Annual return

19.52%

+14.18 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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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 10 of 14 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632	Advisory (Plan)	$118,332
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$19,391
GRAY HUNTER STENN LLP3+ years Service code 10 · EIN 36-3077757	Accounting	$10,887
ABERDEEN ASSET MANAGEMENT, INC.1 year Filed as: ABERDEEN Service code 52 · EIN 51-0368279	Indirect Investment Fees	$0
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BLACKROCK1 year Service code 52 · EIN 51-0318674	Indirect Investment Fees	$0
EATON VANCE1 year Service code 52 · EIN 04-2325690	Indirect Investment Fees	$0
INVESCO1 year Service code 52 · EIN 76-0343427	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 13-3963293	Indirect Investment Fees	$0
LEGG MASON1 year Service code 52 · EIN 95-2705767	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3F2S2T

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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$30K

$40 / participant

Contract admin$19K62.3%
Other / not subdivided$11K37.7%

% of EOY assets

0.045%

all-in expense ratio

Categories reported

1 / 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: ATLAS CPA'S AND ADVISORS, LLC
Auditor EIN: 464296959
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,149

$69,305+8.4%

$82,313-8.7%

$69,631+7.9%

Participation rate

96.7%

80.3%+16.5pp

76.9%+19.8pp

70.7%+26.0pp

Annual return

19.52%

21.47%-1.9pp

25.88%-6.4pp

27571.02%-27551.5pp

Employer contribution / active EE

$3,110

$1,887+64.8%

$2,428+28.1%

$2,032+53.0%

Participant deferral / active EE

$5,193

$3,568+45.5%

$3,706+40.1%

$3,224+61.1%

Admin fee / account holder

$34

$97-65.2%

$5,608-99.4%

$110-69.4%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 27 · EIN 26-4310632

Advisory (Plan)

$118,332

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$19,391

GRAY HUNTER STENN LLP3+ years

Service code 10 · EIN 36-3077757

Accounting

$10,887

ABERDEEN ASSET MANAGEMENT, INC.1 year

Filed as: ABERDEEN

Service code 52 · EIN 51-0368279

Indirect Investment Fees

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BLACKROCK1 year

Service code 52 · EIN 51-0318674

Indirect Investment Fees

EATON VANCE1 year

Service code 52 · EIN 04-2325690

Indirect Investment Fees

INVESCO1 year

Service code 52 · EIN 76-0343427

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 13-3963293

Indirect Investment Fees

LEGG MASON1 year

Service code 52 · EIN 95-2705767

Indirect Investment Fees

EMPLOYEE'S RETIREMENT PLAN OF HELLA USA

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 USA

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