Retirement plan

CALSONICKANSEI NORTH AMERICA, INC. PROVISIONAL 401K RETIREMENT PLAN

Name: CALSONICKANSEI NORTH AMERICA, INC - CALSONICKANSEI NORTH AMERICA, INC. PROVISIONAL 401K RETIREMENT PLAN (2015) Form 5500
Creator: CALSONICKANSEI NORTH AMERICA, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALSONICKANSEI NORTH AMERICA, INC. PROVISIONAL 401K RETIREMENT PLAN, CALSONICKANSEI NORTH AMERICA, INC

CALSONICKANSEI NORTH AMERICA, INCEIN 62-1151687Plan #004PY 2015

ONE CALSONIC WAY - SHELBYVILLE, TN 37160931-680-6702

Other plans on this EIN

1 filing

#003Retirement-$130.0M assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$90K

+109.7% from 2016

Total participants

-8.8% from 2016

Average account balance

$1,735

+129.8% from 2016

Annual return

38.96%

+102.90 pp from 2016

Benchmarks

See 13,685 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort13,685 peers

Snapshot2015

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

-100.00%

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 2 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND1+ years Service code 13 · EIN 06-1050034	Contract Administrator	$255
PRUDENTIAL RETIREMENT INSURANCE AND1+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670	Recordkeeping	$0

Plan features & details

Pension benefit codes3F3D2T2F2J2G2E

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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$255

$6 / participant

Other / not subdivided$255100.0%

% of EOY assets

0.283%

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: CROWE HORWATH LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,735

$56,197-96.9%

$67,652-97.4%

$59,633-97.1%

Participation rate

100.0%

71.5%+28.5pp

75.7%+24.3pp

68.7%+31.3pp

Annual return

38.96%

18508.10%-18469.1pp

6625.40%-6586.4pp

2041.47%-2002.5pp

Employer contribution / active EE

$1,615-100.0%

$2,266-100.0%

$2,203-100.0%

Participant deferral / active EE

$438

$2,844-84.6%

$3,560-87.7%

$3,192-86.3%

Admin fee / account holder

$3,958-99.9%

$4,821-99.9%

$4,297-99.9%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND1+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$255

PRUDENTIAL RETIREMENT INSURANCE AND1+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 15 · EIN 22-1211670

Recordkeeping

CALSONICKANSEI NORTH AMERICA, INC. PROVISIONAL 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALSONICKANSEI NORTH AMERICA, INC. PROVISIONAL 401K RETIREMENT 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