Retirement plan

EMPLOYEE'S RETIREMENT PLAN OF HELLA USA

Name: HELLA CORPORATE CENTER USA - EMPLOYEE'S RETIREMENT PLAN OF HELLA USA (2018) 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 2018

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

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)

$64.8M

-3.7% from 2017

Total participants

957

+4.0% from 2017

Average account balance

$70,230

-6.5% from 2017

Annual return

-4.41%

-23.93 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

$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 HOLDING Service code 27 · EIN 26-4310632	Advisory (Plan)	$124,961
MASSACHUSETTS MUTUAL LIFE INS. CO.3 years Service code 49 · EIN 04-1590850	Other Services	$21,468
ATLAS CPAS & ADVISORS PLLC1 year Filed as: ATLAS CPAS & ADVISORS Service code 10 · EIN 46-4296959	Accounting	$6,858
ABERDEEN ASSET MANAGEMENT, INC.2 years Filed as: ABERDEEN Service code 52 · EIN 51-0368279	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
EATON VANCE2 years Service code 52 · EIN 04-2325690	Indirect Investment Fees	$0
INVESCO2 years Service code 52 · EIN 76-0343427	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293	Indirect Investment Fees	$0
LEGG MASON2 years Service code 52 · EIN 95-2705767	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D2S2T

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$28K

$37 / participant

Contract admin$21K73.1%
Other / not subdivided$8K26.9%

% of EOY assets

0.044%

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 CPAS 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

$70,230

$65,118+7.9%

$76,768-8.5%

$55,725+26.0%

Participation rate

95.4%

79.6%+15.8pp

77.0%+18.4pp

70.9%+24.5pp

Annual return

-4.41%

-1.27%-3.1pp

2.43%-6.8pp

244.93%-249.3pp

Employer contribution / active EE

$3,269

$1,941+68.4%

$2,485+31.5%

$2,078+57.3%

Participant deferral / active EE

$5,502

$3,688+49.2%

$3,852+42.9%

$3,356+64.0%

Admin fee / account holder

$31

$116-73.5%

$6,675-99.5%

$115-73.3%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY SMITH BARNEY HOLDING

Service code 27 · EIN 26-4310632

Advisory (Plan)

$124,961

MASSACHUSETTS MUTUAL LIFE INS. CO.3 years

Service code 49 · EIN 04-1590850

Other Services

$21,468

ATLAS CPAS & ADVISORS PLLC1 year

Filed as: ATLAS CPAS & ADVISORS

Service code 10 · EIN 46-4296959

Accounting

$6,858

ABERDEEN ASSET MANAGEMENT, INC.2 years

Filed as: ABERDEEN

Service code 52 · EIN 51-0368279

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

EATON VANCE2 years

Service code 52 · EIN 04-2325690

Indirect Investment Fees

INVESCO2 years

Service code 52 · EIN 76-0343427

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY2 years

Filed as: JP MORGAN

Service code 52 · EIN 13-3963293

Indirect Investment Fees

LEGG MASON2 years

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