Retirement plan

NYPRO PUERTO RICO, INC. 401(K) PLAN

Name: NYPRO PUERTO RICO, INC. - NYPRO PUERTO RICO, INC. 401(K) PLAN (2018) Form 5500
Creator: NYPRO PUERTO RICO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NYPRO PUERTO RICO, INC. 401(K) PLAN, NYPRO PUERTO RICO, INC.

NYPRO PUERTO RICO, INC.EIN 66-0320194Plan #001PY 2018

ROUTE 15 - CAYEY, PR 00737787-738-4211

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$7.7M

+13.0% from 2017

Total participants

582

+0.7% from 2017

Average account balance

$14,252

-24.4% from 2017

Annual return

10.30%

-0.97 pp from 2017

Benchmarks

See 2,763 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,763 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.98M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

421

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.

81.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.09M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$115

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

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Filed as: FIDELITY INVESTMENTS Service code 33 100 CROSBY PARKWAY · COVINGTON, KY 41015	Securities brokerage	$0
PENSION ADMINISTRATORS GROUP, INC.3+ years Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K

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.

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

$8K

$21 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.098%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LLM & D PSC
Auditor EIN: 660607734
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,252

$75,388-81.1%

$123,552-88.5%

$55,725-74.4%

Participation rate

88.5%

75.7%+12.9pp

82.3%+6.3pp

70.9%+17.7pp

Annual return

10.30%

4.48%+5.8pp

119.20%-108.9pp

244.93%-234.6pp

Employer contribution / active EE

$1,029

$3,063-66.4%

$4,628-77.8%

$2,078-50.5%

Participant deferral / active EE

$1,935

$5,651-65.8%

$6,426-69.9%

$3,356-42.3%

Admin fee / account holder

$14

$120-88.3%

$9,285-99.8%

$115-87.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Filed as: FIDELITY INVESTMENTS

Service code 33

100 CROSBY PARKWAY · COVINGTON, KY 41015

Securities brokerage

PENSION ADMINISTRATORS GROUP, INC.3+ years

Service code 15

PO BOX 9023794 · SAN JUAN, PR 00902

Recordkeeping

NYPRO PUERTO RICO, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NYPRO PUERTO RICO, INC. 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