Retirement plan

SUZANO PULP AND PAPER AMERICA 401(K) PLAN

Name: SUZANO PULP AND PAPER AMERICA, INC - SUZANO PULP AND PAPER AMERICA 401(K) PLAN (2023) Form 5500
Creator: SUZANO PULP AND PAPER AMERICA, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUZANO PULP AND PAPER AMERICA 401(K) PLAN, SUZANO PULP AND PAPER AMERICA, INC

SUZANO PULP AND PAPER AMERICA, INCEIN 52-1801618Plan #001PY 2023

800 CORPORATE DRIVE, SUITE 320 - FORT LAUDERDALE, FL 33334954-772-7716LinkedIn1-10 employeesbiotechnology

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+39.5% from 2022

Total participants

+27.3% from 2022

Average account balance

$76,836

+23.1% from 2022

Annual return

22.24%

+31.98 pp from 2022

Benchmarks

See 9,213 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,213 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.98M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

895

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.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+1209.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1168

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 codes2E2J2F2G3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$65

$2 / participant

Other / not subdivided$65100.0%

% of EOY assets

0.002%

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

$76,836

$91,525-16.0%

$130,026-40.9%

$75,181+2.2%

Participation rate

48.8%

71.4%-22.6pp

78.5%-29.7pp

67.2%-18.4pp

Annual return

22.24%

-631.40%+653.6pp

-137.26%+159.5pp

160.69%-138.4pp

Employer contribution / active EE

$2,828

$2,844-0.5%

$4,321-34.5%

$2,671+5.9%

Participant deferral / active EE

$4,677

$4,342+7.7%

$5,821-19.6%

$4,126+13.4%

Admin fee / account holder

$6,778-100.0%

$10,608-100.0%

$5,650-100.0%

SUZANO PULP AND PAPER AMERICA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUZANO PULP AND PAPER AMERICA 401(K) 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