Retirement plan

VANDERBILT CHEMICALS LLC 401(K) SAVINGS PLAN FOR C

Name: ERBILT CHEMICALS, LLC FOR THE COLLE - VANDERBILT CHEMICALS LLC 401(K) SAVINGS PLAN FOR C (2016) Form 5500
Creator: ERBILT CHEMICALS, LLC FOR THE COLLE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VANDERBILT CHEMICALS LLC 401(K) SAVINGS PLAN FOR C, ERBILT CHEMICALS, LLC FOR THE COLLE

ERBILT CHEMICALS, LLC FOR THE COLLEEIN 46-1039987Plan #003PY 2016

30 WINFIELD ST - NORWALK, CT 068565150203-853-1400vanderbiltchemicals.comLinkedIn201-500 employeeschemicals

Other plans on this EIN

3 filings

#001Retirement-$2.3M assets #004Retirement-$1.9M assets #002Retirement-$1.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.2M

+7.0% from 2015

Total participants

+5.6% from 2015

Average account balance

$111,315

+3.2% from 2015

Annual return

6.02%

+3.75 pp from 2015

Benchmarks

See 6,045 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort6,045 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$424K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-77.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2F2G3B3D3H2T

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$311K

$5873 / participant

Other / not subdivided$311K100.0%

% of EOY assets

4.993%

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

$111,315

$58,828+89.2%

$78,002+42.7%

$62,881+77.0%

Participation rate

98.1%

71.1%+27.1pp

75.5%+22.6pp

69.3%+28.8pp

Annual return

6.02%

17.16%-11.1pp

425.99%-420.0pp

20.14%-14.1pp

Employer contribution / active EE

$2,330

$1,672+39.4%

$2,470-5.7%

$2,281+2.1%

Participant deferral / active EE

$4,590

$2,686+70.9%

$3,497+31.2%

$3,203+43.3%

Admin fee / account holder

$5,558

$4,393+26.5%

$5,481+1.4%

$4,296+29.4%

VANDERBILT CHEMICALS LLC 401(K) SAVINGS PLAN FOR C

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VANDERBILT CHEMICALS LLC 401(K) SAVINGS PLAN FOR C

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