Retirement plan

THE ALTADIS U. S. A. , INC. SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES

Name: ALTADIS U.S.A., INC. - THE ALTADIS U. S. A. , INC. SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES (2016) Form 5500
Creator: ALTADIS U.S.A., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ALTADIS U. S. A. , INC. SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES, ALTADIS U.S.A., INC.

ALTADIS U.S.A., INC.EIN 59-3472656Plan #012PY 2016

714 GREEN VALLEY ROAD - GREENSBORO, NC 27408336-335-7000

Other plans on this EIN

3 filings

#020Retirement-$79.8M assets #013Retirement-$4.7M assets #007Retirement-$908K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$41.3M

-5.7% from 2015

Total participants

984

+57.9% from 2015

Average account balance

$50,171

-41.8% from 2015

Annual return

5.94%

+8.07 pp from 2015

Benchmarks

See 682 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort682 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.89M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

572

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.

64.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$916K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$101

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 2 by compensation

Provider	Service type	Compensation
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641	Recordkeeping	$139,672
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 16 · EIN 91-1116938	Consulting	$0

Plan features & details

Pension benefit codes2E2H2J3H3J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3J
U.S.-based Puerto Rico dual-qualified plan
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$142K

$230 / participant

Other / not subdivided$142K100.0%

% of EOY assets

0.344%

all-in expense ratio

Categories reported

0 / 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: MAYER HOFFMAN MCCANN P.C
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,171

$50,106+0.1%

$69,779-28.1%

$57,658-13.0%

Participation rate

74.0%

70.9%+3.1pp

71.8%+2.2pp

70.2%+3.8pp

Annual return

5.94%

14.58%-8.6pp

12.99%-7.0pp

5.13%+0.8pp

Employer contribution / active EE

$1,510

$1,739-13.2%

$2,338-35.4%

$1,974-23.5%

Participant deferral / active EE

$1,868

$2,486-24.8%

$2,931-36.3%

$3,061-39.0%

Admin fee / account holder

$173

$89+93.6%

$4,381-96.1%

$95+82.6%

Provider

Service type

Compensation

MILLIMAN, INC.2+ years

Service code 15 · EIN 91-0675641

Recordkeeping

$139,672

RUSSELL TRUST COMPANY1 year

Filed as: RUSSELL INVESTMENTS TRUST COMPANY

Service code 16 · EIN 91-1116938

Consulting

THE ALTADIS U. S. A. , INC. SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ALTADIS U. S. A. , INC. SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES

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