Retirement plan

AMERICAN WOODMARK CORPORATION RETIREMENT SAVINGS PLAN

Name: AMERICAN WOODMARK CORPORATION - AMERICAN WOODMARK CORPORATION RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: AMERICAN WOODMARK CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN WOODMARK CORPORATION RETIREMENT SAVINGS PLAN, AMERICAN WOODMARK CORPORATION

AMERICAN WOODMARK CORPORATIONEIN 54-1138147Plan #001PY 2016

3102 SHAWNEE DRIVE - WINCHESTER, VA 22601540-665-9100americanwoodmark.comLinkedIn10001+ employeesbuilding materials

Other plans on this EIN

2 filings

#002Retirement-$91.6M assets #003Retirement-$42.7M assets

Prospect flagsLow returnsLow assets / participantLow employer contributionLow participant contribution

Top hat statement on fileNQDC

Filed February 25, 1999

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$147.3M

No prior year

Total participants

5,561

No prior year

Average account balance

$26,956

No prior year

Annual return

5.41%

No prior year

Benchmarks

See 118 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants5,000-9,999

Cohort118 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$396.61M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

7,261

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.

94.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40

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 4 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969	Claims processing; Recordkeeping and ...	$199,101
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL - RPCP Service code 27 P.O. BOX 502333 · SAN DIEGO, CA 921502533	Advisory (Plan)	$66,000
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131	Trustee (directed); Claims processing...	$62,672
NEWPORT GROUP, INC.1+ years Service code 15	Recordkeeping	$12,664

Plan features & details

Pension benefit codes2O2E2H2J2K2I2T3D2F2S

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2I
Stock bonus
Stock bonus plan.
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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
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.
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

4 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$265K

$52 / participant

Investment mgmt$265K100.0%

% of EOY assets

0.180%

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: KPMG, LLP
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,956

$88,581-69.6%

$74,183-63.7%

$65,292-58.7%

Participation rate

98.1%

86.2%+11.9pp

76.6%+21.5pp

72.4%+25.7pp

Annual return

5.41%

11.72%-6.3pp

17.74%-12.3pp

11.84%-6.4pp

Employer contribution / active EE

$1,327

$3,021-56.1%

$2,370-44.0%

$2,302-42.4%

Participant deferral / active EE

$1,829

$4,898-62.7%

$3,550-48.5%

$3,579-48.9%

Admin fee / account holder

$48

$60-18.9%

$5,586-99.1%

$57-15.5%

Provider

Service type

Compensation

NEWPORT GROUP, INC.1+ years

Filed as: NEWPORT GROUP, INC

Service code 12 · EIN 27-2037969

Claims processing; Recordkeeping and ...

$199,101

LPL FINANCIAL2+ years

Filed as: LPL FINANCIAL - RPCP

Service code 27

P.O. BOX 502333 · SAN DIEGO, CA 921502533

Advisory (Plan)

$66,000

NEWPORT GROUP, INC.1+ years

Filed as: NEWPORT TRUST COMPANY

Service code 12 · EIN 27-4411131

Trustee (directed); Claims processing...

$62,672

NEWPORT GROUP, INC.1+ years

Service code 15

Recordkeeping

$12,664

AMERICAN WOODMARK CORPORATION RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN WOODMARK CORPORATION RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

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