Retirement plan

KOROSEAL INTERIOR PRODUCTS RETIREMENT SAVINGS PLAN AND TRUST

Name: KOROSEAL INTERIOR PRODUCTS, LLC - KOROSEAL INTERIOR PRODUCTS RETIREMENT SAVINGS PLAN AND TRUST (2017) Form 5500
Creator: KOROSEAL INTERIOR PRODUCTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KOROSEAL INTERIOR PRODUCTS RETIREMENT SAVINGS PLAN AND TRUST, KOROSEAL INTERIOR PRODUCTS, LLC

KOROSEAL INTERIOR PRODUCTS, LLCEIN 46-4864607Plan #003PY 2017

3875 EMBASSY PARKWAY, SUITE 110 - FAIRLAWN, OH 443330000330-668-7611koroseal.comLinkedIn501-1000 employeesdesign

Other plans on this EIN

1 filing

#002Retirement-$27.5M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$26.4M

+7.5% from 2016

Total participants

523

+4.8% from 2016

Average account balance

$65,716

-0.0% from 2016

Annual return

16.48%

+7.59 pp from 2016

Benchmarks

See 1,152 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,152 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.71M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

331

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.

90.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.94M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$132

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 2 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 99 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238	Other Fees	$46,513
RAYMOND JAMES FINANCIAL SERVICES1 year Service code 27 ADVISORS INC. · ST PETERSBURG, FL 33716	Advisory (Plan)	$10,000

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$59K

$114 / participant

Investment mgmt$59K100.0%

% of EOY assets

0.225%

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: BOBER, MARKEY, FEDOROVICH & COMPANY
Auditor EIN: 341523030
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,716

$75,284-12.7%

$91,004-27.8%

$69,631-5.6%

Participation rate

76.9%

80.4%-3.5pp

75.6%+1.3pp

70.7%+6.2pp

Annual return

16.48%

48.40%-31.9pp

4.60%+11.9pp

27571.02%-27554.5pp

Employer contribution / active EE

$316

$2,473-87.2%

$2,456-87.1%

$2,032-84.4%

Participant deferral / active EE

$2,464

$3,700-33.4%

$3,548-30.5%

$3,224-23.6%

Admin fee / account holder

$148

$111+33.6%

$5,417-97.3%

$110+33.8%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC2 years

Filed as: UBS FINANCIAL SERVICES

Service code 99

315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238

Other Fees

$46,513

RAYMOND JAMES FINANCIAL SERVICES1 year

Service code 27

ADVISORS INC. · ST PETERSBURG, FL 33716

Advisory (Plan)

$10,000

KOROSEAL INTERIOR PRODUCTS RETIREMENT SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KOROSEAL INTERIOR PRODUCTS RETIREMENT SAVINGS PLAN AND TRUST

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