Retirement plan

NOURYON CHEMICALS RETIREMENT SAVINGS PLAN

Name: NOURYON CHEMICALS LLC - NOURYON CHEMICALS RETIREMENT SAVINGS PLAN (2019) Form 5500
Creator: NOURYON CHEMICALS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NOURYON CHEMICALS RETIREMENT SAVINGS PLAN, NOURYON CHEMICALS LLC

NOURYON CHEMICALS LLCEIN 83-1177040Plan #002PY 2019

131 S. DEARBORN STREET, 10TH FLOOR - CHICAGO, IL 60603312-544-7428LinkedIn11-50 employees

Other plans on this EIN

2 filings

#001Retirement-$111.8M assets #003Retirement-$56.2M assets

Prospect flagsLow returnsHigh assets / participantFailed to provide benefit

How to read this page

Total assets (EOY)

$532.1M

-11.0% from 2019

Total participants

2,053

-0.5% from 2019

Average account balance

$260,967

-10.8% from 2019

Annual return

18.35%

-18.35 pp from 2019

Benchmarks

See 383 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort383 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$508.69M

Not enough data

1 years with asset history on file

Average account balance

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

$249K

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.

2,044

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.

97.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31.56M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+13.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$193

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
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565	Advisory (Plan)	$251,905
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 37 · EIN 04-2647786	Loan Processing	$152,874

Plan features & details

Pension benefit codes2E2G2J2K2R2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$404K

$297 / participant

Other / not subdivided$404K100.0%

% of EOY assets

0.076%

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: BAKER TILLY
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$260,967

$96,403+170.7%

$93,621+178.7%

$77,775+235.5%

Participation rate

99.0%

87.6%+11.3pp

75.8%+23.1pp

73.2%+25.8pp

Annual return

18.35%

39.36%-21.0pp

32.76%-14.4pp

32.58%-14.2pp

Employer contribution / active EE

$11,189

$3,616+209.5%

$2,719+311.6%

$2,504+346.9%

Participant deferral / active EE

$10,120

$5,341+89.5%

$4,070+148.7%

$3,966+155.2%

Admin fee / account holder

$198

$90+121.6%

$7,890-97.5%

$100+98.2%

Provider

Service type

Compensation

FINANCIAL ENGINES2+ years

Service code 27 · EIN 77-0473565

Advisory (Plan)

$251,905

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 37 · EIN 04-2647786

Loan Processing

$152,874

NOURYON CHEMICALS RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NOURYON CHEMICALS RETIREMENT 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