Retirement plan

TN AMERICAS HOLDINGS, INC. RETIREMENT INCOME PLAN

Name: TSUBAKI NAKASHMIA GEORGIA, INC - TN AMERICAS HOLDINGS, INC. RETIREMENT INCOME PLAN (2018) Form 5500
Creator: TSUBAKI NAKASHMIA GEORGIA, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TN AMERICAS HOLDINGS, INC. RETIREMENT INCOME PLAN, TSUBAKI NAKASHMIA GEORGIA, INC

TSUBAKI NAKASHMIA GEORGIA, INCEIN 58-1884128Plan #082PY 2018

2200 PENDLEY RD - CUMMING, GA 300416448770-781-6212

Other plans on this EIN

1 filing

#009Retirement-$3.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$17.1M

-16.8% from 2017

Total participants

223

+8.3% from 2017

Average account balance

$77,867

-23.6% from 2017

Annual return

-4.94%

-194.39 pp from 2017

Benchmarks

See 4,209 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,209 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-97.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 years with F_SCH_H allocation on file

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

Service providers

Top 6 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290	Contract Administrator	$113,980
PENSION FINANCIAL SERVICES, INC.2 years Service code 13	Contract Administrator	$35,919
LAMON & STERN INC2 years Filed as: LAMON & STERN Service code 49 · EIN 58-1334773	Other Services	$29,827
INDEPENDENT FINANCIAL PARTNERS1 year Filed as: INDEPENDENT FINANCIAL PARTNERS LLM Service code 28	Investment Management	$11,947
INDEPENDENT FINANCIAL PARTNERS1 year Filed as: INDEPENDENT FINANCIAL PARTNERS FFM Service code 28 · EIN 59-3331424	Investment Management	$0
PENSION FINANCIAL SERVICES, INC.2 years Filed as: PENSION FINANCIAL SERVICES Service code 13 · EIN 58-1485803	Contract Administrator	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$114K

$683 / participant

Contract admin$114K100.0%

% of EOY assets

0.665%

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: WARREN AVERETT, LLC
Auditor EIN: 454084437
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,867

$59,191+31.6%

$76,767+1.4%

$56,289+38.3%

Participation rate

98.2%

75.2%+23.0pp

77.0%+21.2pp

69.9%+28.4pp

Annual return

-4.94%

6.62%-11.6pp

2.43%-7.4pp

-9.96%+5.0pp

Employer contribution / active EE

$3,222

$1,759+83.2%

$2,485+29.6%

$2,111+52.6%

Participant deferral / active EE

$3,143

$3,255-3.5%

$3,852-18.4%

$3,350-6.2%

Admin fee / account holder

$518

$489+5.9%

$6,675-92.2%

$521-0.6%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY4+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$113,980

PENSION FINANCIAL SERVICES, INC.2 years

Service code 13

Contract Administrator

$35,919

LAMON & STERN INC2 years

Filed as: LAMON & STERN

Service code 49 · EIN 58-1334773

Other Services

$29,827

INDEPENDENT FINANCIAL PARTNERS1 year

Filed as: INDEPENDENT FINANCIAL PARTNERS LLM

Service code 28

Investment Management

$11,947

INDEPENDENT FINANCIAL PARTNERS1 year

Filed as: INDEPENDENT FINANCIAL PARTNERS FFM

Service code 28 · EIN 59-3331424

Investment Management

PENSION FINANCIAL SERVICES, INC.2 years

Filed as: PENSION FINANCIAL SERVICES

Service code 13 · EIN 58-1485803

Contract Administrator

TN AMERICAS HOLDINGS, INC. RETIREMENT INCOME PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TN AMERICAS HOLDINGS, INC. RETIREMENT INCOME 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