Retirement plan

GRUPO ANTOLIN RETIREMENT AND SAVINGS PLAN

Name: GRUPO ANTOLIN NORTH AMERICA, INC. - GRUPO ANTOLIN RETIREMENT AND SAVINGS PLAN (2019) Form 5500
Creator: GRUPO ANTOLIN NORTH AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRUPO ANTOLIN RETIREMENT AND SAVINGS PLAN, GRUPO ANTOLIN NORTH AMERICA, INC.

GRUPO ANTOLIN NORTH AMERICA, INC.EIN 38-3096358Plan #001PY 2019

1700 ATLANTIC BLVD - AUBURN HILLS, MI 483261504248-373-1749

Prospect flagsLow participant contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$145.5M

+14.9% from 2018

Total participants

4,660

+4.5% from 2018

Average account balance

$41,198

+0.5% from 2018

Annual return

22.03%

+28.65 pp from 2018

Benchmarks

See 822 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort822 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$151.27M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

2,036

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$174

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 4 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY3 years Service code 13 · EIN 42-0127290	Contract Administrator	$166,396
AXA EQUITABLE LIFE INSURANCE CO3 years Filed as: AXA ADVISORS, LLC. Service code 27 · EIN 13-4071393	Advisory (Plan)	$103,689
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857	Advisory (Participants)	$0
WILSHIRE ASSOCIATES INCORPORATED3 years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
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.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$170K

$39 / participant

Contract admin$166K97.7%
Other / not subdivided$4K2.3%

% of EOY assets

0.117%

all-in expense ratio

Categories reported

1 / 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: UHY LLP
Auditor EIN: 200694403
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,198

$105,173-60.8%

$87,104-52.7%

$77,775-47.0%

Participation rate

74.0%

85.8%-11.8pp

76.9%-2.9pp

73.2%+0.8pp

Annual return

22.03%

24.52%-2.5pp

28.19%-6.2pp

32.58%-10.5pp

Employer contribution / active EE

$1,545

$2,890-46.5%

$2,521-38.7%

$2,504-38.3%

Participant deferral / active EE

$1,955

$5,048-61.3%

$4,048-51.7%

$3,966-50.7%

Admin fee / account holder

$48

$105-53.8%

$7,491-99.4%

$100-51.8%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY3 years

Service code 13 · EIN 42-0127290

Contract Administrator

$166,396

AXA EQUITABLE LIFE INSURANCE CO3 years

Filed as: AXA ADVISORS, LLC.

Service code 27 · EIN 13-4071393

Advisory (Plan)

$103,689

MORNINGSTAR3 years

Filed as: MORNINGSTAR INVESTMENT MGMT LLC

Service code 26 · EIN 36-2923857

Advisory (Participants)

WILSHIRE ASSOCIATES INCORPORATED3 years

Service code 27 · EIN 95-2755361

Advisory (Plan)

GRUPO ANTOLIN RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRUPO ANTOLIN RETIREMENT AND SAVINGS PLAN

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