Retirement plan

ARANDELL CORPORATION 401(K) SAVINGS PLAN

Name: ARANDELL CORPORATION - ARANDELL CORPORATION 401(K) SAVINGS PLAN (2024) Form 5500
Creator: ARANDELL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARANDELL CORPORATION 401(K) SAVINGS PLAN, ARANDELL CORPORATION

ARANDELL CORPORATIONEIN 85-3986525Plan #001PY 2024

N82W13118 LEON RD - MENOMONEE FALLS, WI 530513303262-255-4400arandell.comLinkedIn501-1000 employeesprinting

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$48.4M

+3.1% from 2023

Total participants

866

+33.4% from 2023

Average account balance

$85,701

-5.1% from 2023

Annual return

13.52%

-4.87 pp from 2023

Benchmarks

See 1,157 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,157 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$48.42M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

565

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.

61.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.57M

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

+13.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$235

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
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290	Contract Administrator	$132,800
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143	Advisory (Plan)	$56,441
PENSION INC.5+ years Service code 49	Other Services	$25,000
PENSION INC.5+ years Filed as: PENSION INC Service code 49 · EIN 39-1623968	Other Services	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.

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

$133K

$170 / participant

Contract admin$133K100.0%

% of EOY assets

0.274%

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: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,701

$92,186-7.0%

$105,624-18.9%

$77,762+10.2%

Participation rate

61.4%

81.0%-19.7pp

75.3%-13.9pp

70.6%-9.2pp

Annual return

13.52%

17.83%-4.3pp

116.20%-102.7pp

31.27%-17.7pp

Employer contribution / active EE

$1,196

$3,376-64.6%

$3,168-62.2%

$2,728-56.2%

Participant deferral / active EE

$2,099

$5,395-61.1%

$5,013-58.1%

$4,651-54.9%

Admin fee / account holder

$235

$219+7.3%

$10,961-97.9%

$433-45.7%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY5+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$132,800

NFP RETIREMENT INC3 years

Filed as: NFP RETIREMENT INC.

Service code 27 · EIN 33-0905143

Advisory (Plan)

$56,441

PENSION INC.5+ years

Service code 49

Other Services

$25,000

PENSION INC.5+ years

Filed as: PENSION INC

Service code 49 · EIN 39-1623968

Other Services

ARANDELL CORPORATION 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARANDELL CORPORATION 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