Retirement plan

VANDERBILT CHEMICAL 401(K) SAVINGS PLAN FOR COLLEC

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

VANDERBILT CHEMICALS, LLC FOR THE CEIN 46-1039987Plan #004PY 2016

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

Other plans on this EIN

3 filings

#003Retirement-$6.2M assets #001Retirement-$2.3M assets #002Retirement-$1.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+15.5% from 2015

Total participants

+13.3% from 2015

Average account balance

$110,793

+1.9% from 2015

Annual return

9.84%

+9.38 pp from 2015

Benchmarks

See 8,145 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,145 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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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

$160K

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

-89.53%

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

$11K

$665 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.600%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$110,793

$99,079+11.8%

$77,999+42.0%

$273,961-59.6%

Participation rate

100.0%

78.6%+21.4pp

75.5%+24.5pp

83.0%+17.0pp

Annual return

9.84%

217.93%-208.1pp

425.96%-416.1pp

41.45%-31.6pp

Employer contribution / active EE

$1,376

$3,308-58.4%

$2,470-44.3%

$4,869-71.7%

Participant deferral / active EE

$4,722

$4,306+9.7%

$3,497+35.0%

$5,287-10.7%

Admin fee / account holder

$665

$8,954-92.6%

$5,480-87.9%

$10,132-93.4%

VANDERBILT CHEMICAL 401(K) SAVINGS PLAN FOR COLLEC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VANDERBILT CHEMICAL 401(K) SAVINGS PLAN FOR COLLEC

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