Retirement plan

EDGEWELL PERSONAL CARE PUERTO RICO, INC 401(K) PENSION PLAN

Name: EDGEWELL PERSONAL CARE PUERTO RICO INC - EDGEWELL PERSONAL CARE PUERTO RICO, INC 401(K) PENSION PLAN (2021) Form 5500
Creator: EDGEWELL PERSONAL CARE PUERTO RICO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDGEWELL PERSONAL CARE PUERTO RICO, INC 401(K) PENSION PLAN, EDGEWELL PERSONAL CARE PUERTO RICO INC

EDGEWELL PERSONAL CARE PUERTO RICO INCEIN 66-0431679Plan #001PY 2021

PO BOX 2108, CAPARRA HEIGHTS STATION - SAN JUAN, PR 00922787-792-8162

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.1M

+13.2% from 2020

Total participants

-78.3% from 2020

Average account balance

$208,633

+545.5% from 2020

Annual return

10.46%

+1.30 pp from 2020

Benchmarks

See 19,960 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort19,960 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.20M

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4186

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

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 codes2G2J3C

Plan features

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$95K

$9458 / participant

Other / not subdivided$95K100.0%

% of EOY assets

4.533%

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

$208,633

$118,869+75.5%

$96,575+116.0%

$167,518+24.5%

Participation rate

70.0%

75.5%-5.5pp

69.8%+0.2pp

82.1%-12.1pp

Annual return

10.46%

50.49%-40.0pp

37.79%-27.3pp

478.71%-468.3pp

Employer contribution / active EE

$5,786

$3,120+85.4%

$2,357+145.5%

$4,838+19.6%

Participant deferral / active EE

$8,814

$4,616+90.9%

$3,849+129.0%

$6,342+39.0%

Admin fee / account holder

$9,458

$8,067+17.2%

$6,182+53.0%

$12,312-23.2%

EDGEWELL PERSONAL CARE PUERTO RICO, INC 401(K) PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EDGEWELL PERSONAL CARE PUERTO RICO, INC 401(K) PENSION 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