Retirement plan

JAMES HARDIE 401(K) RETIREMENT SAVINGS PLAN

Name: JAMES HARDIE BUILDING PRODUCTS, INC - JAMES HARDIE 401(K) RETIREMENT SAVINGS PLAN (2019) Form 5500
Creator: JAMES HARDIE BUILDING PRODUCTS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAMES HARDIE 401(K) RETIREMENT SAVINGS PLAN, JAMES HARDIE BUILDING PRODUCTS, INC

JAMES HARDIE BUILDING PRODUCTS, INCEIN 88-0351165Plan #001PY 2019

26300 LA ALAMEDA, SUITE 400 - MISSION VIEJO, CA 926916317949-348-1800

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$292.9M

-12.9% from 2016

Total participants

3,612

-14.8% from 2016

Average account balance

$82,705

+0.1% from 2016

Annual return

24.92%

-11.25 pp from 2016

Benchmarks

See 822 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort822 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$458.81M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

4,574

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.

96.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45.88M

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

+16.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34

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 3 by compensation

Provider	Service type	Compensation
401K ADVISORS INC5+ years Filed as: 401K BFSG, INC. Service code 27 · EIN 65-1212237	Advisory (Plan)	$193,120
JOHN HANCOCK LIFE INSURANCE COMPANY5+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346	Recordkeeping	$130,766
HOLTHOUSE CARLIN & VAN TRIGT LLP5+ years Filed as: HOLTHOUSE, CARLIN & VAN TRIGT Service code 10 · EIN 95-4345526	Accounting	$14,500

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T

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.
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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$338K

$127 / participant

Investment mgmt$193K57.1%
Contract admin$131K38.6%
Other / not subdivided$15K4.3%

% of EOY assets

0.116%

all-in expense ratio

Categories reported

2 / 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: HOLTHOUSE, CARLIN & VAN TRIGT
Auditor EIN: 954345526
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,705

$105,173-21.4%

$87,102-5.0%

$77,775+6.3%

Participation rate

97.3%

85.8%+11.5pp

76.9%+20.5pp

73.2%+24.1pp

Annual return

24.92%

24.52%+0.4pp

28.19%-3.3pp

32.58%-7.7pp

Employer contribution / active EE

$4,097

$2,890+41.7%

$2,521+62.5%

$2,504+63.6%

Participant deferral / active EE

$5,836

$5,048+15.6%

$4,048+44.2%

$3,966+47.2%

Admin fee / account holder

$96

$105-8.6%

$7,493-98.7%

$100-4.5%

Provider

Service type

Compensation

401K ADVISORS INC5+ years

Filed as: 401K BFSG, INC.

Service code 27 · EIN 65-1212237

Advisory (Plan)

$193,120

JOHN HANCOCK LIFE INSURANCE COMPANY5+ years

Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS

Service code 15 · EIN 01-0233346

Recordkeeping

$130,766

HOLTHOUSE CARLIN & VAN TRIGT LLP5+ years

Filed as: HOLTHOUSE, CARLIN & VAN TRIGT

Service code 10 · EIN 95-4345526

Accounting

$14,500

JAMES HARDIE 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAMES HARDIE 401(K) 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