Retirement plan

NATERRA INTERNATIONAL, INC. 401(K) PLAN

Name: NATERRA INTERNATIONAL, INC. - NATERRA INTERNATIONAL, INC. 401(K) PLAN (2020) Form 5500
Creator: NATERRA INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATERRA INTERNATIONAL, INC. 401(K) PLAN, NATERRA INTERNATIONAL, INC.

NATERRA INTERNATIONAL, INC.EIN 75-2567840Plan #001PY 2020

1250 FREEPORT PARKWAY, - COPPELL, TX 75019972-616-6100naterra.comLinkedIn51-200 employeesconsumer goods

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$5.8M

+8.5% from 2019

Total participants

366

-9.9% from 2019

Average account balance

$38,488

+25.0% from 2019

Annual return

12.88%

-12.04 pp from 2019

Benchmarks

See 2,346 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,346 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.87M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

339

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.

34.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.04M

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

+13.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$203

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
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$13,389
FROST BANK1 year Service code 27 · EIN 74-6036463	Advisory (Plan)	$6,836

Plan features & details

Pension benefit codes2G2J2T3D3H2E2S2F

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$21K

$61 / participant

Investment mgmt$160.1%
Other / not subdivided$21K99.9%

% of EOY assets

0.354%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WEAVER AND TIDWELL, LLP
Auditor EIN: 750786316
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,488

$79,519-51.6%

$95,960-59.9%

$73,412-47.6%

Participation rate

36.0%

81.2%-45.2pp

77.1%-41.1pp

72.2%-36.2pp

Annual return

12.88%

19.20%-6.3pp

91.63%-78.8pp

59.30%-46.4pp

Employer contribution / active EE

$893

$2,048-56.4%

$2,541-64.9%

$2,234-60.0%

Participant deferral / active EE

$1,687

$4,138-59.2%

$4,167-59.5%

$3,806-55.7%

Admin fee / account holder

$136

$184-26.0%

$6,797-98.0%

$158-13.6%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$13,389

FROST BANK1 year

Service code 27 · EIN 74-6036463

Advisory (Plan)

$6,836

NATERRA INTERNATIONAL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATERRA INTERNATIONAL, 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