Retirement plan

HANWHA AZDEL, INC. EMPLOYEE SAVINGS PLAN

Name: HANWHA AZDEL, INC. - HANWHA AZDEL, INC. EMPLOYEE SAVINGS PLAN (2020) Form 5500
Creator: HANWHA AZDEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HANWHA AZDEL, INC. EMPLOYEE SAVINGS PLAN, HANWHA AZDEL, INC.

HANWHA AZDEL, INC.EIN 56-1529693Plan #002PY 2020

2000 ENTERPRISE DRIVE - FOREST, VA 24551434-386-4071azdel.comLinkedIn51-200 employeesplastics

Other plans on this EIN

1 filing

#003Retirement-$12.5M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$11.6M

+9.4% from 2019

Total participants

238

-8.8% from 2019

Average account balance

$49,816

+18.9% from 2019

Annual return

13.21%

-8.14 pp from 2019

Benchmarks

See 4,082 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,082 peers

Snapshot2020

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$21.01M

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.

244

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.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$248

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 10 of 14 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years Service code 49 · EIN 04-1590850	Other Services	$53,074
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BAIRD FUNDS4 years Service code 52 · EIN 39-6037917	Indirect Investment Fees	$0
BLACKROCK1 year Service code 52 · EIN 51-0318674	Indirect Investment Fees	$0
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 04-2694144	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630	Indirect Investment Fees	$0
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775	Indirect Investment Fees	$0
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989	Indirect Investment Fees	$0
JOHN HANCOCK LIFE INSURANCE COMPANY4 years Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3H2S2T

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.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$53K

$260 / participant

Investment mgmt$43K80.2%
Contract admin$10K19.5%
Other / not subdivided$1500.3%

% of EOY assets

0.459%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GREER WALKER
Auditor EIN: 561434747
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,816

$73,638-32.4%

$95,952-48.1%

$73,488-32.2%

Participation rate

97.1%

76.2%+20.9pp

77.1%+20.0pp

70.7%+26.4pp

Annual return

13.21%

16.78%-3.6pp

91.61%-78.4pp

28.51%-15.3pp

Employer contribution / active EE

$1,501

$1,863-19.4%

$2,541-40.9%

$2,270-33.9%

Participant deferral / active EE

$4,563

$3,617+26.2%

$4,167+9.5%

$3,740+22.0%

Admin fee / account holder

$229

$482-52.5%

$6,795-96.6%

$513-55.4%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years

Service code 49 · EIN 04-1590850

Other Services

$53,074

AMERICAN FUNDS2 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BAIRD FUNDS4 years

Service code 52 · EIN 39-6037917

Indirect Investment Fees

BLACKROCK1 year

Service code 52 · EIN 51-0318674

Indirect Investment Fees

THE BANK OF NEW YORK MELLON2 years

Filed as: BNY MELLON

Service code 52 · EIN 04-2694144

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS4 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVESTMENTS

Service code 52 · EIN 04-3365630

Indirect Investment Fees

FRANKLIN TEMPLETON4 years

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 13-2573775

Indirect Investment Fees

GOLDMAN SACHS4 years

Service code 52 · EIN 13-4166989

Indirect Investment Fees

JOHN HANCOCK LIFE INSURANCE COMPANY4 years

Filed as: JOHN HANCOCK

Service code 52 · EIN 04-3279774

Indirect Investment Fees

HANWHA AZDEL, INC. EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HANWHA AZDEL, INC. EMPLOYEE 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