Retirement plan

SANOFI PUERTO RICO GROUP SAVINGS PLAN

Name: SANOFI-AVENTIS PUERTO RICO INC. - SANOFI PUERTO RICO GROUP SAVINGS PLAN (2022) Form 5500
Creator: SANOFI-AVENTIS PUERTO RICO INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SANOFI PUERTO RICO GROUP SAVINGS PLAN, SANOFI-AVENTIS PUERTO RICO INC.

SANOFI-AVENTIS PUERTO RICO INC.EIN 66-0375069Plan #001PY 2022

55 CORPORATE DRIVE, MAIL STOP 55A-320B - BRIDGEWATER, NJ 088070912908-981-6000LinkedIn501-1000 employeespharmaceuticals

Other plans on this EIN

1 filing

#007Retirement-$25.3M assets

Prospect flagsFailed to transmit contributionsWind-down / frozen

How to read this page

Total assets (EOY)

$28.5M

-13.1% from 2021

Total participants

185

-3.1% from 2021

Average account balance

$156,000

-10.7% from 2021

Annual return

-13.09%

-26.14 pp from 2021

Benchmarks

See 5,555 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,555 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.71M

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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.

160

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.

84.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$395K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+11.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$258

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
BANCO POPULAR DE PUERTO RICO8+ years Service code 21 · EIN 66-0561870 PO BOX 362708 · SAN JUAN, PR 00936	Bank Trustee	$40,036
T ROWE PRICE RPS INC8+ years Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$7,570

Plan features & details

Pension benefit codes2E2F2G2J2K2R3F3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$37K

$1271 / participant

Other / not subdivided$37K100.0%

% of EOY assets

0.129%

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: FISCHER CUNNANE & ASSOCIATES LTD
Auditor EIN: 233060583
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$156,000

$73,019+113.6%

$90,766+71.9%

$68,490+127.8%

Participation rate

93.1%

70.8%+22.3pp

75.7%+17.4pp

67.9%+25.2pp

Annual return

-13.09%

-13.81%+0.7pp

-12.16%-0.9pp

-7.85%-5.2pp

Employer contribution / active EE

$11,189

$2,193+410.3%

$2,922+283.0%

$2,597+330.9%

Participant deferral / active EE

$11,049

$3,626+204.7%

$4,565+142.0%

$4,028+174.3%

Admin fee / account holder

$201

$5,897-96.6%

$8,446-97.6%

$5,403-96.3%

Provider

Service type

Compensation

BANCO POPULAR DE PUERTO RICO8+ years

Service code 21 · EIN 66-0561870

PO BOX 362708 · SAN JUAN, PR 00936

Bank Trustee

$40,036

T ROWE PRICE RPS INC8+ years

Service code 15 · EIN 52-1714114

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$7,570

SANOFI PUERTO RICO GROUP SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SANOFI PUERTO RICO GROUP SAVINGS 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