Retirement plan

VANDERBILT CHEMICALS LLC 401(K) SAVINGS PLAN FOR COLLECTIVE BARGAINING EMPLOYEES - MURRAY DIVISION

Name: R.T. VANDERBILT HOLDING CO INC - VANDERBILT CHEMICALS LLC 401(K) SAVINGS PLAN FOR COLLECTIVE BARGAINING EMPLOYEES - MURRAY DIVISION (2021) Form 5500
Creator: R.T. VANDERBILT HOLDING CO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VANDERBILT CHEMICALS LLC 401(K) SAVINGS PLAN FOR COLLECTIVE BARGAINING EMPLOYEES - MURRAY DIVISION, R.T. VANDERBILT HOLDING CO INC

R.T. VANDERBILT HOLDING CO INCEIN 46-1039987Plan #003PY 2021

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

Other plans on this EIN

3 filings

#004Retirement-$3.6M assets #002Retirement-$1.6M assets #001Retirement-$1.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.2M

+16.7% from 2020

Total participants

+3.1% from 2020

Average account balance

$175,425

+16.7% from 2020

Annual return

13.27%

-1.57 pp from 2020

Benchmarks

See 5,668 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,668 peers

Snapshot2021

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 codes2E2J2F2G3H2T

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.
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

$146K

$2748 / participant

Other / not subdivided$146K100.0%

% of EOY assets

1.297%

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

$175,425

$87,733+100.0%

$106,554+64.6%

$85,851+104.3%

Participation rate

94.3%

71.9%+22.4pp

76.1%+18.2pp

69.3%+25.0pp

Annual return

13.27%

21.86%-8.6pp

26.80%-13.5pp

318.63%-305.4pp

Employer contribution / active EE

$2,785

$2,073+34.4%

$2,819-1.2%

$2,565+8.6%

Participant deferral / active EE

$6,184

$3,469+78.2%

$4,398+40.6%

$3,952+56.5%

Admin fee / account holder

$2,275

$6,767-66.4%

$7,408-69.3%

$6,261-63.7%

VANDERBILT CHEMICALS LLC 401(K) SAVINGS PLAN FOR COLLECTIVE BARGAINING EMPLOYEES - MURRAY DIVISION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VANDERBILT CHEMICALS LLC 401(K) SAVINGS PLAN FOR COLLECTIVE BARGAINING EMPLOYEES - MURRAY DIVISION

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