Retirement plan

BILLERUDKORSNAS USA, LLC SAVINGS AND RETIREMENT PLAN

Name: BILLERUDKORSNAS USA LLC - BILLERUDKORSNAS USA, LLC SAVINGS AND RETIREMENT PLAN (2017) Form 5500
Creator: BILLERUDKORSNAS USA LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BILLERUDKORSNAS USA, LLC SAVINGS AND RETIREMENT PLAN, BILLERUDKORSNAS USA LLC

BILLERUDKORSNAS USA LLCEIN 45-2963139Plan #001PY 2017

2000 SW 1ST AVE SUITE 100 - PORTLAND, OR 972015346971-277-6223

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

+43.8% from 2016

Total participants

+26.7% from 2016

Average account balance

$67,631

+11.2% from 2016

Annual return

27.43%

+16.72 pp from 2016

Benchmarks

See 5,958 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.40M

Not enough data

1 years with asset history on file

Average account balance

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

$200K

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.

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.

139.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$384K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+11.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48602

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$46K

$1021 / participant

Other / not subdivided$46K100.0%

% of EOY assets

1.281%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,631

$67,411+0.3%

$91,004-25.7%

$70,126-3.6%

Participation rate

91.1%

71.4%+19.7pp

75.6%+15.5pp

69.5%+21.6pp

Annual return

27.43%

-40.16%+67.6pp

4.60%+22.8pp

73.15%-45.7pp

Employer contribution / active EE

$3,254

$1,786+82.2%

$2,456+32.5%

$2,343+38.9%

Participant deferral / active EE

$6,800

$2,823+140.9%

$3,548+91.7%

$3,332+104.1%

Admin fee / account holder

$867

$4,236-79.5%

$5,417-84.0%

$4,645-81.3%

BILLERUDKORSNAS USA, LLC SAVINGS AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BILLERUDKORSNAS USA, LLC SAVINGS AND RETIREMENT 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