Retirement plan

MALTEUROP NORTH AMERICA INC. 401(K) SAVINGS PLAN

Name: MALTEUROP NORTH AMERICA INC. - MALTEUROP NORTH AMERICA INC. 401(K) SAVINGS PLAN (2018) Form 5500
Creator: MALTEUROP NORTH AMERICA INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MALTEUROP NORTH AMERICA INC. 401(K) SAVINGS PLAN, MALTEUROP NORTH AMERICA INC.

MALTEUROP NORTH AMERICA INC.EIN 75-3269114Plan #003PY 2018

3830 WEST GRANT STREET - MILWAUKEE, WI 53215414-671-1166

Other plans on this EIN

1 filing

#001Retirement-$9.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$19.3M

-7.2% from 2017

Total participants

204

-3.8% from 2017

Average account balance

$96,622

-4.4% from 2017

Annual return

-6.27%

-24.92 pp from 2017

Benchmarks

See 953 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort953 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.21M

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

178

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.

93.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$824

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 4 by compensation

Provider	Service type	Compensation
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614	Advisory (Plan)	$40,793
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$9,398
GREAT-WEST LIFE & ANNUITY INSURANCE4+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$3,051
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 · EIN 45-0514557	Contract Administrator	$2,408

Plan features & details

Pension benefit codes2E2J2K2F2G3D3H

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$11K

$68 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.056%

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: REILLY, PENNER & BENTON, LLP
Auditor EIN: 390747409
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$96,622

$43,504+122.1%

$68,612+40.8%

$56,289+71.7%

Participation rate

97.5%

67.8%+29.6pp

72.2%+25.2pp

69.9%+27.6pp

Annual return

-6.27%

-3.15%-3.1pp

-4.63%-1.6pp

-9.96%+3.7pp

Employer contribution / active EE

$5,578

$1,525+265.7%

$2,625+112.5%

$2,111+164.2%

Participant deferral / active EE

$5,466

$2,509+117.9%

$3,311+65.1%

$3,350+63.2%

Admin fee / account holder

$54

$515-89.5%

$5,131-98.9%

$521-89.6%

Provider

Service type

Compensation

SAGEVIEW ADVISORY GROUP, LLC4+ years

Service code 27

1920 MAIN ST STE 800 · IRVINE, CA 92614

Advisory (Plan)

$40,793

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER RETIREMENT ADVISORY SERVICE

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$9,398

GREAT-WEST LIFE & ANNUITY INSURANCE4+ years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$3,051

GOLDLEAF PARTNERS1 year

Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES

Service code 13 · EIN 45-0514557

Contract Administrator

$2,408

MALTEUROP NORTH AMERICA INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MALTEUROP NORTH AMERICA INC. 401(K) 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