Retirement plan

EVANITE FIBER CORPORATION GLASS FIBER PRODUCTION 401(K) PLAN

Name: HOLLINGSWORTH & VOSE FIBER COMPANY - EVANITE FIBER CORPORATION GLASS FIBER PRODUCTION 401(K) PLAN (2015) Form 5500
Creator: HOLLINGSWORTH & VOSE FIBER COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVANITE FIBER CORPORATION GLASS FIBER PRODUCTION 401(K) PLAN, HOLLINGSWORTH & VOSE FIBER COMPANY

HOLLINGSWORTH & VOSE FIBER COMPANYEIN 59-2401723Plan #007PY 2015

1115 SE CRYSTAL LAKE DRIVE - CORVALLIS, OR 97333541-753-1211LinkedIn51-200 employeeschemicals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.1M

No prior year

Total participants

118

No prior year

Average account balance

$42,811

No prior year

Annual return

2.44%

No prior year

Benchmarks

See 1,746 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,746 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.13M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

153

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.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$870K

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

+18.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$176

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2T3D3H

Plan features

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.
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

$313K

$3042 / participant

Other / not subdivided$313K100.0%

% of EOY assets

6.202%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,811

$53,412-19.8%

$68,509-37.5%

$52,331-18.2%

Participation rate

100.0%

71.7%+28.3pp

74.7%+25.3pp

68.1%+31.9pp

Annual return

2.44%

3.42%-1.0pp

8.27%-5.8pp

4.54%-2.1pp

Employer contribution / active EE

$2,905

$1,607+80.8%

$2,278+27.5%

$1,882+54.4%

Participant deferral / active EE

$3,249

$2,688+20.9%

$3,382-4.0%

$3,022+7.5%

Admin fee / account holder

$2,655

$461+476.1%

$5,275-49.7%

$592+348.8%

EVANITE FIBER CORPORATION GLASS FIBER PRODUCTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVANITE FIBER CORPORATION GLASS FIBER PRODUCTION 401(K) 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