Retirement plan

NEBRASKALAND/KANSASLAND RETIREMENT PLAN

Name: NEBRASKALAND TIRE, INC. - NEBRASKALAND/KANSASLAND RETIREMENT PLAN (2020) Form 5500
Creator: NEBRASKALAND TIRE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEBRASKALAND/KANSASLAND RETIREMENT PLAN, NEBRASKALAND TIRE, INC.

NEBRASKALAND TIRE, INC.EIN 47-0561185Plan #001PY 2020

HIGHWAY 283 AT 1-80 - PO BOX 96 - LEXINGTON, NE 688500096308-324-2338LinkedIn201-500 employeesindividual & family services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$13.8M

+16.2% from 2019

Total participants

366

+6.4% from 2019

Average account balance

$58,839

+17.2% from 2019

Annual return

14.78%

-3.69 pp from 2019

Benchmarks

See 1,286 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,286 peers

Snapshot2020

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Analytics

Total assets (EOY)

Plan-year ending balance

$16.16M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

210

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.

34.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$970K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$88

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

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Service providers

Top 10 of 12 by compensation

Provider	Service type	Compensation
MASSACHUSSETTS MUTUAL LIFE INSURANC4 years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$28,963
MIDWEST PENSION & PROFIT SHARING SE6+ years Service code 13 · EIN 41-1447816	Contract Administrator	$15,379
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043	Indirect Investment Fees	$0
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BARON4 years Service code 52 · EIN 13-6891420	Indirect Investment Fees	$0
COLUMBIA4 years Service code 52 · EIN 94-1687665	Indirect Investment Fees	$0
ENVESTNET RETIREMENT SOLUTIONS, LLC4 years Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930	Advisory (Plan)	$0
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989	Indirect Investment Fees	$0
INVESCO4 years Service code 52 · EIN 93-6305075	Indirect Investment Fees	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49	Other Services	$0

Plan features & details

Pension benefit codes2E2J2F2G2K2T3H3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$29K

$89 / participant

Contract admin$25K86.5%
Other / not subdivided$4K13.5%

% of EOY assets

0.210%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,839

$64,286-8.5%

$90,951-35.3%

$73,409-19.8%

Participation rate

59.6%

63.6%-4.0pp

69.0%-9.4pp

72.2%-12.5pp

Annual return

14.78%

21.45%-6.7pp

134.60%-119.8pp

59.29%-44.5pp

Employer contribution / active EE

$669

$895-25.2%

$2,122-68.5%

$2,234-70.0%

Participant deferral / active EE

$1,788

$2,453-27.1%

$3,373-47.0%

$3,805-53.0%

Admin fee / account holder

$124

$287-56.9%

$5,959-97.9%

$158-21.6%

Provider

Service type

Compensation

MASSACHUSSETTS MUTUAL LIFE INSURANC4 years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$28,963

MIDWEST PENSION & PROFIT SHARING SE6+ years

Service code 13 · EIN 41-1447816

Contract Administrator

$15,379

AMERICAN CENTURY4 years

Service code 52 · EIN 43-1646043

Indirect Investment Fees

AMERICAN FUNDS4 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BARON4 years

Service code 52 · EIN 13-6891420

Indirect Investment Fees

COLUMBIA4 years

Service code 52 · EIN 94-1687665

Indirect Investment Fees

ENVESTNET RETIREMENT SOLUTIONS, LLC4 years

Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC

Service code 27 · EIN 61-1732930

Advisory (Plan)

GOLDMAN SACHS3 years

Service code 52 · EIN 13-4166989

Indirect Investment Fees

INVESCO4 years

Service code 52 · EIN 93-6305075

Indirect Investment Fees

MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 49

Other Services

NEBRASKALAND/KANSASLAND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEBRASKALAND/KANSASLAND RETIREMENT 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