Retirement plan

ARCHROMA RETIREMENT SAVINGS PLAN

Name: ARCHROMA U.S., INC - ARCHROMA RETIREMENT SAVINGS PLAN (2016) 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 2016

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

Other plans on this EIN

1 filing

#002Retirement-$11.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$22.1M

+13.6% from 2015

Total participants

165

-1.8% from 2015

Average account balance

$136,605

+12.9% from 2015

Annual return

7.97%

+7.87 pp from 2015

Benchmarks

See 1,948 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,948 peers

Snapshot2016

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 10 of 12 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931	Recordkeeping	$2,487
DIMENSIONAL FUND ADVISORS1 year Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812	Investment Management	$0
EAGLEASSET1 year Service code 28 · EIN 59-3171014	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
HARBOR2+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462	Investment Management	$0
MET WEST FUNDS1 year Filed as: MET FUNDS Service code 28 · EIN 95-4597302	Investment Management	$0
METLIFE LIFE INSURANCE COMPANY1 year Filed as: MET LIFE Service code 28	Investment Management	$0
MFS INVESTMENT MANAGEMENT1 year Filed as: MFS FUND Service code 28	Investment Management	$0
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644	Investment Management	$0
ROYCE2+ years Filed as: ROYCE FUNDS Service code 28 · EIN 52-2343049	Investment Management	$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

$2K

$18 / participant

Investment mgmt$2K100.0%

% of EOY assets

0.011%

all-in expense ratio

Categories reported

1 / 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

$136,605

$56,640+141.2%

$78,002+75.1%

$55,167+147.6%

Participation rate

97.9%

73.3%+24.6pp

75.5%+22.3pp

69.0%+28.9pp

Annual return

7.97%

2868.48%-2860.5pp

425.99%-418.0pp

169.23%-161.3pp

Employer contribution / active EE

$5,105

$1,724+196.2%

$2,470+106.7%

$1,963+160.1%

Participant deferral / active EE

$6,610

$2,778+137.9%

$3,497+89.0%

$3,054+116.4%

Admin fee / account holder

$15

$467-96.7%

$5,481-99.7%

$504-97.0%

Provider

Service type

Compensation

T ROWE PRICE RPS INC2+ years

Filed as: T. ROWE PRICE TRUST COMPANY

Service code 15 · EIN 52-1309931

Recordkeeping

$2,487

DIMENSIONAL FUND ADVISORS1 year

Filed as: DIMENSIONAL FUNDS

Service code 28 · EIN 95-4470812

Investment Management

EAGLEASSET1 year

Service code 28 · EIN 59-3171014

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

HARBOR2+ years

Filed as: HARBOR CAPITAL

Service code 28 · EIN 04-2679462

Investment Management

MET WEST FUNDS1 year

Filed as: MET FUNDS

Service code 28 · EIN 95-4597302

Investment Management

METLIFE LIFE INSURANCE COMPANY1 year

Filed as: MET LIFE

Service code 28

Investment Management

MFS INVESTMENT MANAGEMENT1 year

Filed as: MFS FUND

Service code 28

Investment Management

MFS INVESTMENT MANAGEMENT2+ years

Filed as: MFS FUNDS

Service code 28 · EIN 04-2747644

Investment Management

ROYCE2+ years

Filed as: ROYCE FUNDS

Service code 28 · EIN 52-2343049

Investment Management

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