Retirement plan

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

Name: NAUTILUS INTERNATIONAL HOLDING CORP - METROPOLITAN STEVEDORE I.A.M. 401(K) PLAN (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.5M

-0.9% from 2019

Total participants

-12.5% from 2019

Average account balance

$248,867

+13.3% from 2019

Annual return

12.99%

-4.81 pp from 2019

Benchmarks

See 6,938 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,938 peers

Snapshot2020

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

1 tripped

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

$541K

$90107 / participant

Other / not subdivided$541K100.0%

% of EOY assets

15.517%

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

$248,867

$102,638+142.5%

$81,982+203.6%

$158,982+56.5%

Participation rate

100.0%

75.5%+24.5pp

69.3%+30.7pp

82.0%+18.0pp

Annual return

12.99%

61.05%-48.1pp

41.31%-28.3pp

302.99%-290.0pp

Employer contribution / active EE

$3,241-100.0%

$2,498-100.0%

$4,763-100.0%

Participant deferral / active EE

$8,242

$4,649+77.3%

$3,722+121.4%

$5,983+37.7%

Admin fee / account holder

$38,617

$8,237+368.8%

$5,665+581.7%

$11,252+243.2%

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