Retirement plan

PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES

Name: KYOCERA INTERNATIONAL, INC. - PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES (2017) Form 5500
Creator: KYOCERA INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES, KYOCERA INTERNATIONAL, INC.

KYOCERA INTERNATIONAL, INC.EIN 94-1695243Plan #001PY 2017

8611 BALBOA AVE - SAN DIEGO, CA 921231501858-576-2736LinkedIn1001-5000 employeescomputer software

Other plans on this EIN

1 filing

#002Retirement-$217.7M assets

Prospect flagsLow returnsLow participationLow participant contribution

Top hat statement on fileNQDC

Filed March 8, 1995

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.

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How to read this page

Total assets (EOY)

$131M

-9.3% from 2017

Total participants

2,182

-3.3% from 2017

Average account balance

No prior year

Annual return

9.28%

-13.20 pp from 2017

Benchmarks

See 1,145 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Participants1,000-4,999

Cohort1,145 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$221.91M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

1,208

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

+3.46%

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

1 years with F_SCH_H allocation on file

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH Service code 21 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281	Bank Trustee	$436,384
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 21 P.O. BOX 27169 · NEW YORK, NY 10087	Bank Trustee	$84,189
WILLIS TOWERS WATSON US LLC1 year Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 10955 VISTA SORRENTO PARKWAY · SAN DIEGO, CA 92130	Actuarial	$66,627
US BANK2+ years Service code 12 · EIN 94-1234979 530 B STREET · SAN DIEGO, CA 92101	Claims processing	$63,649
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS LLC Service code 21 · EIN 58-2386669 1180 PEACHTREE STREET NE · ATLANTA, GA 30309	Bank Trustee	$62,366
SQUAR MILNER LLP1 year Filed as: SQUAR MILNER Service code 10 · EIN 33-0835986 4100 NEWPORT PLACE DRIVE · NEWPORT BEACH, CA 92660	Accounting	$13,700

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).

Opportunity flags

3 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.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$865K

$851 / participant

Investment mgmt$583K67.4%
Other / not subdivided$282K32.6%

% of EOY assets

0.661%

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: SQUAR MILNER
Auditor EIN: 330835986
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,637,423-100.0%

Participation rate

0.0%

0.0%0pp

5.3%-5.3pp

0.0%0pp

Annual return

9.28%

17.84%-8.6pp

15.63%-6.4pp

17.84%-8.6pp

Employer contribution / active EE

$5,900

$14,688-59.8%

$56,677-89.6%

$14,688-59.8%

Participant deferral / active EE

$770-100.0%

$93-100.0%

$770-100.0%

Admin fee / account holder

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH

Service code 21 · EIN 13-5674085

4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281

Bank Trustee

$436,384

MORGAN STANLEY SMITH BARNEY2+ years

Filed as: JP MORGAN

Service code 21

P.O. BOX 27169 · NEW YORK, NY 10087

Bank Trustee

$84,189

WILLIS TOWERS WATSON US LLC1 year

Filed as: WILLIS TOWERS WATSON

Service code 11 · EIN 53-0181291

10955 VISTA SORRENTO PARKWAY · SAN DIEGO, CA 92130

Actuarial

$66,627

US BANK2+ years

Service code 12 · EIN 94-1234979

530 B STREET · SAN DIEGO, CA 92101

Claims processing

$63,649

EARNEST PARTNERS, LLC2+ years

Filed as: EARNEST PARTNERS LLC

Service code 21 · EIN 58-2386669

1180 PEACHTREE STREET NE · ATLANTA, GA 30309

Bank Trustee

$62,366

SQUAR MILNER LLP1 year

Filed as: SQUAR MILNER

Service code 10 · EIN 33-0835986

4100 NEWPORT PLACE DRIVE · NEWPORT BEACH, CA 92660

Accounting

$13,700

PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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