Retirement plan

SUPERIOR INDUSTRIES INTERNATIONAL, INC. SAVINGS AN

Name: SUPERIOR INDUSTRIES INTERNAT. - SUPERIOR INDUSTRIES INTERNATIONAL, INC. SAVINGS AN (2017) Form 5500
Creator: SUPERIOR INDUSTRIES INTERNAT.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPERIOR INDUSTRIES INTERNATIONAL, INC. SAVINGS AN, SUPERIOR INDUSTRIES INTERNAT.

SUPERIOR INDUSTRIES INTERNAT.EIN 95-2594729Plan #001PY 2017

26600 TELEGRAPH ROAD, SUITE 400 - SOUTHFIELD, MI 48033248-234-7091LinkedIn1001-5000 employeesautomotive

Prospect flagsLow returnsLow participationCorrective distributions

Top hat statement on fileNQDC

Filed August 28, 2012

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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Total assets (EOY)

$50M

+4.2% from 2016

Total participants

1,159

-6.1% from 2016

Average account balance

$55,622

+8.2% from 2016

Annual return

11.69%

+7.48 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$41.67M

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

321

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.

98.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+10.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$273

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 10 of 16 by compensation

Provider	Service type	Compensation
GREGORY J SCHWARTZ & COMPANY INC1 year Filed as: GREGORY J. SCHWARTZ & CO, INC. Service code 27 · EIN 38-2117812	Advisory (Plan)	$46,022
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$45,744
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143	Advisory (Plan)	$5,000
AB FUNDS1 year Service code 52 · EIN 13-4064930	Indirect Investment Fees	$0
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
DOUBLELINE CAPITAL LP1 year Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827	Indirect Investment Fees	$0
GLENMEDE1 year Service code 52 · EIN 39-1982827	Indirect Investment Fees	$0
HARBOR1 year Service code 52 · EIN 34-1953393	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0
LEGG MASON1 year Service code 52 · EIN 52-1200960	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D2S2T

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.
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.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$46K

$64 / participant

Contract admin$46K99.7%
Other / not subdivided$1250.3%

% of EOY assets

0.091%

all-in expense ratio

Categories reported

1 / 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: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,622

$69,305-19.7%

$82,312-32.4%

$69,631-20.1%

Participation rate

63.7%

80.3%-16.5pp

76.9%-13.2pp

70.7%-6.9pp

Annual return

11.69%

21.47%-9.8pp

25.88%-14.2pp

27571.02%-27559.3pp

Employer contribution / active EE

$1,263

$1,887-33.1%

$2,428-48.0%

$2,032-37.9%

Participant deferral / active EE

$2,701

$3,568-24.3%

$3,706-27.1%

$3,224-16.2%

Admin fee / account holder

$51

$97-47.6%

$5,608-99.1%

$110-53.9%

Provider

Service type

Compensation

GREGORY J SCHWARTZ & COMPANY INC1 year

Filed as: GREGORY J. SCHWARTZ & CO, INC.

Service code 27 · EIN 38-2117812

Advisory (Plan)

$46,022

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$45,744

NFP RETIREMENT INC1 year

Filed as: NFP RETIREMENT INC.

Service code 27 · EIN 33-0905143

Advisory (Plan)

$5,000

AB FUNDS1 year

Service code 52 · EIN 13-4064930

Indirect Investment Fees

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1411037

Indirect Investment Fees

DOUBLELINE CAPITAL LP1 year

Filed as: DOUBLELINE FUNDS

Service code 52 · EIN 39-1982827

Indirect Investment Fees

GLENMEDE1 year

Service code 52 · EIN 39-1982827

Indirect Investment Fees

HARBOR1 year

Service code 52 · EIN 34-1953393

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

LEGG MASON1 year

Service code 52 · EIN 52-1200960

Indirect Investment Fees

SUPERIOR INDUSTRIES INTERNATIONAL, INC. SAVINGS AN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUPERIOR INDUSTRIES INTERNATIONAL, INC. SAVINGS AN

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