Retirement plan

KLOCKNER PENTAPLAST OF AMERICA, INC. EMPLOYEES' RETIREMENT PLAN

Name: KLOCKNER PENTAPLAST OF AMERICA, INC. - KLOCKNER PENTAPLAST OF AMERICA, INC. EMPLOYEES' RETIREMENT PLAN (2017) Form 5500
Creator: KLOCKNER PENTAPLAST OF AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KLOCKNER PENTAPLAST OF AMERICA, INC. EMPLOYEES' RETIREMENT PLAN, KLOCKNER PENTAPLAST OF AMERICA, INC.

KLOCKNER PENTAPLAST OF AMERICA, INC.EIN 54-1061368Plan #003PY 2017

3585 KLOCKNER RD. PO BOX 500 - GORDONSVILLE, VA 22942540-832-1572LinkedIn1001-5000 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$125.3M

+11.2% from 2016

Total participants

1,480

+0.7% from 2016

Average account balance

$88,836

+13.0% from 2016

Annual return

13.10%

+3.41 pp from 2016

Benchmarks

See 384 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort384 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$125.40M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

1,464

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.

99.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.77M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$154

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
CPI QUALIFIED PLAN CONSULTANTS, INC2+ years Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530	Direct payment from the plan; Sub-tra...	$120,826
FIRST LANDING FINANCIAL, LLC2+ years Service code 27 2101 PARKS AVENUE, STE 804 · VIRGINIA BEACH, VA 23451	Advisory (Plan)	$109,952

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$141K

$123 / participant

Investment mgmt$82K58.0%
Contract admin$59K42.0%

% of EOY assets

0.112%

all-in expense ratio

Categories reported

2 / 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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,836

$90,410-1.7%

$91,004-2.4%

$77,958+14.0%

Participation rate

93.9%

86.4%+7.5pp

75.6%+18.3pp

71.6%+22.2pp

Annual return

13.10%

21.34%-8.2pp

4.60%+8.5pp

20.87%-7.8pp

Employer contribution / active EE

$3,368

$3,392-0.7%

$2,456+37.1%

$2,310+45.8%

Participant deferral / active EE

$3,473

$4,816-27.9%

$3,548-2.1%

$3,537-1.8%

Admin fee / account holder

$100

$79+26.3%

$5,417-98.2%

$97+2.4%

Provider

Service type

Compensation

CPI QUALIFIED PLAN CONSULTANTS, INC2+ years

Service code 12 · EIN 48-1205033

1809 24TH STREET · GREAT BEND, KS 67530

Direct payment from the plan; Sub-tra...

$120,826

FIRST LANDING FINANCIAL, LLC2+ years

Service code 27

2101 PARKS AVENUE, STE 804 · VIRGINIA BEACH, VA 23451

Advisory (Plan)

$109,952

KLOCKNER PENTAPLAST OF AMERICA, INC. EMPLOYEES' RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KLOCKNER PENTAPLAST OF AMERICA, INC. EMPLOYEES' 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