Retirement plan

VANDERBILT CHEMICAL 401(K) SAVINGS PLAN FOR COLLECTIVE BARGAINING EMPLOYEES

Name: R.T. VANDERBILT HOLDING CO INC - VANDERBILT CHEMICAL 401(K) SAVINGS PLAN FOR COLLECTIVE BARGAINING EMPLOYEES (2018) Form 5500
Creator: R.T. VANDERBILT HOLDING CO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VANDERBILT CHEMICAL 401(K) SAVINGS PLAN FOR COLLECTIVE BARGAINING EMPLOYEES, R.T. VANDERBILT HOLDING CO INC

R.T. VANDERBILT HOLDING CO INCEIN 46-1039987Plan #004PY 2018

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

Other plans on this EIN

3 filings

#003Retirement-$6.7M assets #001Retirement-$1.7M assets #002Retirement-$1.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+0.3% from 2017

Total participants

0.0% from 2017

Average account balance

$118,326

-9.8% from 2017

Annual return

-3.44%

-24.16 pp from 2017

Benchmarks

See 8,254 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,254 peers

Snapshot2018

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

$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

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

$19K

$1235 / participant

Other / not subdivided$19K100.0%

% of EOY assets

0.783%

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

$118,326

$99,032+19.5%

$80,022+47.9%

$135,380-12.6%

Participation rate

100.0%

78.4%+21.6pp

75.8%+24.2pp

82.6%+17.4pp

Annual return

-3.44%

15.39%-18.8pp

11.22%-14.7pp

519.81%-523.2pp

Employer contribution / active EE

$2,033

$3,043-33.2%

$2,468-17.6%

$4,779-57.5%

Participant deferral / active EE

$5,022

$4,282+17.3%

$3,686+36.2%

$5,609-10.5%

Admin fee / account holder

$926

$10,436-91.1%

$6,521-85.8%

$10,828-91.4%

VANDERBILT CHEMICAL 401(K) SAVINGS PLAN FOR COLLECTIVE BARGAINING EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VANDERBILT CHEMICAL 401(K) SAVINGS PLAN FOR COLLECTIVE BARGAINING EMPLOYEES

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