Retirement plan

METROPOLITAN STEVEDORE I.A.M. 401(K) PLAN

Name: NAUTILUS INTERNATIONAL HOLDING CORP - METROPOLITAN STEVEDORE I.A.M. 401(K) PLAN (2016) Form 5500
Creator: NAUTILUS INTERNATIONAL HOLDING CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, METROPOLITAN STEVEDORE I.A.M. 401(K) PLAN, NAUTILUS INTERNATIONAL HOLDING CORP

NAUTILUS INTERNATIONAL HOLDING CORPEIN 95-1002286Plan #004PY 2016

3806 WORSHAM AVENUE, P.O. BOX 93121 - LONG BEACH, CA 90808310-816-6500nautilusintl.comLinkedIn51-200 employeesmaritime

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.9M

+8.2% from 2015

Total participants

+8.0% from 2015

Average account balance

$170,372

+1.8% from 2015

Annual return

5.52%

+4.47 pp from 2015

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

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.

14.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$683

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

+10.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2077

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

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$14K

$700 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.483%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$170,372

$83,337+104.4%

$67,834+151.2%

$273,972-37.8%

Participation rate

50.0%

76.4%-26.4pp

68.8%-18.8pp

83.0%-33.0pp

Annual return

5.52%

259.45%-253.9pp

138.47%-133.0pp

41.46%-35.9pp

Employer contribution / active EE

$3,287-100.0%

$2,403-100.0%

$4,869-100.0%

Participant deferral / active EE

$4,262

$4,088+4.3%

$3,160+34.9%

$5,287-19.4%

Admin fee / account holder

$824

$6,752-87.8%

$4,622-82.2%

$10,133-91.9%

METROPOLITAN STEVEDORE I.A.M. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

METROPOLITAN STEVEDORE I.A.M. 401(K) 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