Retirement plan

ZODIAC SEATS US UNION SAVINGS PLAN

Name: ZODIAC SEATS US LLC - ZODIAC SEATS US UNION SAVINGS PLAN (2018) Form 5500
Creator: ZODIAC SEATS US LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZODIAC SEATS US UNION SAVINGS PLAN, ZODIAC SEATS US LLC

ZODIAC SEATS US LLCEIN 52-2336242Plan #011PY 2018

2000 WEBER DRIVE - GAINESVILLE, TX 76240940-668-4813

Other plans on this EIN

1 filing

#003Retirement-$57.3M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$24.9M

-8.0% from 2017

Total participants

1,072

+6.1% from 2017

Average account balance

$26,451

-13.8% from 2017

Annual return

-5.00%

-16.27 pp from 2017

Benchmarks

See 2,409 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,409 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.39M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

681

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.15M

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

+9.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38

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
ARMANINO LLP2 years Service code 11 PO BOX 206700 · DALLAS, TX 753206700	Actuarial	$10,965
MERRILL LYNCH PIERCE FENNER & SMITH4+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$5,230

Plan features & details

Pension benefit codes2F2G2J2T3D3H

Plan features

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$16K

$18 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.065%

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: ARMANINO LLP
Auditor EIN: 946214841
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,451

$65,118-59.4%

$76,768-65.5%

$55,725-52.5%

Participation rate

85.9%

79.6%+6.3pp

77.0%+9.0pp

70.9%+15.1pp

Annual return

-5.00%

-1.27%-3.7pp

2.43%-7.4pp

244.93%-249.9pp

Employer contribution / active EE

$929

$1,941-52.1%

$2,485-62.6%

$2,078-55.3%

Participant deferral / active EE

$1,414

$3,688-61.6%

$3,852-63.3%

$3,356-57.8%

Admin fee / account holder

$17

$116-85.1%

$6,675-99.7%

$115-85.1%

Provider

Service type

Compensation

ARMANINO LLP2 years

Service code 11

PO BOX 206700 · DALLAS, TX 753206700

Actuarial

$10,965

MERRILL LYNCH PIERCE FENNER & SMITH4+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$5,230

ZODIAC SEATS US UNION SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZODIAC SEATS US UNION 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