Retirement plan

THE HOMER LAUGHLIN CHINA COMPANY 401(K) PROFIT SHARING PLAN

Name: THE FIESTA TABLEWARE COMPANY - THE HOMER LAUGHLIN CHINA COMPANY 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: THE FIESTA TABLEWARE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE HOMER LAUGHLIN CHINA COMPANY 401(K) PROFIT SHARING PLAN, THE FIESTA TABLEWARE COMPANY

THE FIESTA TABLEWARE COMPANYEIN 55-0215070Plan #003PY 2020

672 FIESTA DRIVE - NEWELL, WV 260501077304-387-1300fiestafactorydirect.comLinkedIn501-1000 employeesretail

Other plans on this EIN

2 filings

#002Retirement-$19.1M assets #001Retirement-$13.1M assets

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$13.6M

+0.1% from 2019

Total participants

137

-2.8% from 2019

Average account balance

$119,069

+10.6% from 2019

Annual return

16.25%

-15.67 pp from 2019

Benchmarks

See 5,720 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,720 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.56M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

123

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

$574K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$229

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
HUNTINGTON NATIONAL BANK1 year Service code 27 · EIN 31-0966785	Advisory (Plan)	$15,491
HUNTINGTON NATIONAL BANK4 years Filed as: THE HUNTINGTON INVESTMENT COMPANY Service code 22 · EIN 31-1316299	Insurance Broker	$14,406

Plan features & details

Pension benefit codes2E2F2G2J2S2T

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.
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

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$23

$0 / participant

Contract admin$23100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

1 / 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: SISTERSON & CO. LLC
Auditor EIN: 251467156
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$119,069

$81,208+46.6%

$98,920+20.4%

$79,856+49.1%

Participation rate

75.8%

72.5%+3.3pp

76.0%-0.2pp

69.6%+6.1pp

Annual return

16.25%

60.99%-44.7pp

196.47%-180.2pp

31.71%-15.5pp

Employer contribution / active EE

$1,960-100.0%

$2,689-100.0%

$2,471-100.0%

Participant deferral / active EE

$3,774

$3,265+15.6%

$4,245-11.1%

$3,741+0.9%

Admin fee / account holder

$6,013-100.0%

$6,643-100.0%

$5,306-100.0%

Provider

Service type

Compensation

HUNTINGTON NATIONAL BANK1 year

Service code 27 · EIN 31-0966785

Advisory (Plan)

$15,491

HUNTINGTON NATIONAL BANK4 years

Filed as: THE HUNTINGTON INVESTMENT COMPANY

Service code 22 · EIN 31-1316299

Insurance Broker

$14,406

THE HOMER LAUGHLIN CHINA COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE HOMER LAUGHLIN CHINA COMPANY 401(K) PROFIT SHARING 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