Retirement plan

ARCHROMA RETIREMENT SAVINGS PLAN

Name: ARCHROMA U.S., INC - ARCHROMA RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: ARCHROMA U.S., INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCHROMA RETIREMENT SAVINGS PLAN, ARCHROMA U.S., INC

ARCHROMA U.S., INCEIN 46-2402680Plan #001PY 2015

4000 MONROE ROAD - CHARLOTTE, NC 282057706704-331-7062LinkedIn51-200 employeeschemicals

Other plans on this EIN

1 filing

#002Retirement-$9.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$19.5M

No prior year

Total participants

168

No prior year

Average account balance

$120,957

No prior year

Annual return

0.10%

No prior year

Benchmarks

See 1,746 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,746 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$38.82M

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

242

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.

97.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.70M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$138

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 8 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931	Recordkeeping	$2,650
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
HARBOR1+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462	Investment Management	$0
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428	Investment Management	$0
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644	Investment Management	$0
PIMCO FUNDS1+ years Service code 28 · EIN 33-0629048	Investment Management	$0
ROYCE1+ years Filed as: ROYCE FUNDS Service code 28 · EIN 52-2343049	Investment Management	$0
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15	Recordkeeping	$0

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$18 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.014%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DIXON HUGHES GOODMAN LLP
Auditor EIN: 560747981
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$120,957

$53,412+126.5%

$68,509+76.6%

$52,331+131.1%

Participation rate

95.3%

71.7%+23.6pp

74.7%+20.5pp

68.1%+27.2pp

Annual return

0.10%

3.42%-3.3pp

8.27%-8.2pp

4.54%-4.4pp

Employer contribution / active EE

$4,280

$1,607+166.3%

$2,278+87.9%

$1,882+127.4%

Participant deferral / active EE

$6,108

$2,688+127.3%

$3,382+80.6%

$3,022+102.1%

Admin fee / account holder

$16

$461-96.4%

$5,275-99.7%

$592-97.2%

Provider

Service type

Compensation

T ROWE PRICE RPS INC1+ years

Filed as: T. ROWE PRICE TRUST COMPANY

Service code 15 · EIN 52-1309931

Recordkeeping

$2,650

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

HARBOR1+ years

Filed as: HARBOR CAPITAL

Service code 28 · EIN 04-2679462

Investment Management

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: JP MORGAN FUNDS

Service code 28 · EIN 13-2624428

Investment Management

MFS INVESTMENT MANAGEMENT1+ years

Filed as: MFS FUNDS

Service code 28 · EIN 04-2747644

Investment Management

PIMCO FUNDS1+ years

Service code 28 · EIN 33-0629048

Investment Management

ROYCE1+ years

Filed as: ROYCE FUNDS

Service code 28 · EIN 52-2343049

Investment Management

T ROWE PRICE RPS INC1+ years

Filed as: T. ROWE PRICE RPS, INC

Service code 15

Recordkeeping

ARCHROMA RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARCHROMA RETIREMENT SAVINGS 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