Retirement plan

ROSEBURG FOREST PRODUCTS CO. HOURLY EMPLOYEES' 401(K) PLAN

Name: ROSEBURG FOREST PRODUCTS CO. - ROSEBURG FOREST PRODUCTS CO. HOURLY EMPLOYEES' 401(K) PLAN (2015) Form 5500
Creator: ROSEBURG FOREST PRODUCTS CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSEBURG FOREST PRODUCTS CO. HOURLY EMPLOYEES' 401(K) PLAN, ROSEBURG FOREST PRODUCTS CO.

ROSEBURG FOREST PRODUCTS CO.EIN 93-1240670Plan #004PY 2015

10599 OLD HIGHWAY 99 S - DILLARD, OR 97432541-679-3311roseburg.comLinkedIn1001-5000 employeespaper & forest products

Other plans on this EIN

3 filings

#002Retirement-$77.6M assets #001Retirement-$71.4M assets #003Retirement-$14.2M assets

Prospect flagsLow assets / participantLow employer contribution

Top hat statement on fileNQDC

Filed January 3, 2005

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$84.7M

No prior year

Total participants

2,838

No prior year

Average account balance

$31,800

No prior year

Annual return

0.08%

No prior year

Benchmarks

See 357 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort357 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 years with F_SCH_H allocation on file

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 6 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Service code 12 · EIN 13-3689044	Shareholder servicing fees; Sales loa...	$73,569
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207	Accounting	$20,138
NORTH AMERICAN KTRADE ALLIANCE, LLC1+ years Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 16 · EIN 26-3521867	Consulting	$15,750
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618	Securities brokerage; Securities brok...	$0
NATIONAL FINANCIAL SECURITIES1+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0
NATIONAL FINANCIAL SERVICES1+ years Service code 33	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2J2K2S2T3H

Plan features

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$84K

$34 / participant

Investment mgmt$16K18.8%
Other / not subdivided$68K81.2%

% of EOY assets

0.099%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KPMG, LLP
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,800

$81,321-60.9%

$68,509-53.6%

$59,188-46.3%

Participation rate

92.8%

83.8%+9.0pp

74.7%+18.1pp

69.4%+23.4pp

Annual return

0.08%

4.65%-4.6pp

8.27%-8.2pp

5.51%-5.4pp

Employer contribution / active EE

$586

$3,297-82.2%

$2,278-74.3%

$2,098-72.1%

Participant deferral / active EE

$2,719

$4,592-40.8%

$3,382-19.6%

$3,265-16.7%

Admin fee / account holder

$31

$62-49.0%

$5,275-99.4%

$92-65.9%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Service code 12 · EIN 13-3689044

Shareholder servicing fees; Sales loa...

$73,569

KPMG LLP1+ years

Filed as: KPMG, LLP

Service code 10 · EIN 13-5565207

Accounting

$20,138

NORTH AMERICAN KTRADE ALLIANCE, LLC1+ years

Filed as: NORTH PIER FIDUCIARY MANAGEMENT

Service code 16 · EIN 26-3521867

Consulting

$15,750

MID ATLANTIC CAPITAL CORPORATION1+ years

Service code 33 · EIN 25-1409618

Securities brokerage; Securities brok...

NATIONAL FINANCIAL SECURITIES1+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

NATIONAL FINANCIAL SERVICES1+ years

Service code 33

Securities brokerage commissions and ...

ROSEBURG FOREST PRODUCTS CO. HOURLY EMPLOYEES' 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSEBURG FOREST PRODUCTS CO. HOURLY EMPLOYEES' 401(K) PLAN

Top hat statement on fileNQDC

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