Retirement plan

SUPERIOR INDUSTRIES INTERNATIONAL, INC. SAVINGS AN

Name: SUPERIOR INDUSTRIES INTERNAT. - SUPERIOR INDUSTRIES INTERNATIONAL, INC. SAVINGS AN (2020) 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 2020

26600 TELEGRAPH ROAD, SUITE 400 - SOUTHFIELD, MI 48033248-234-7043LinkedIn1001-5000 employeesautomotive

Prospect flagsFailed to transmit contributionsCorrective 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)

$49.1M

-4.9% from 2019

Total participants

469

-28.6% from 2019

Average account balance

$106,041

+33.3% from 2019

Annual return

13.30%

-3.53 pp from 2019

Benchmarks

See 4,082 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,082 peers

Snapshot2020

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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 14 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years Service code 49 · EIN 04-1590850	Other Services	$131,706
GREGORY J SCHWARTZ & COMPANY INC4 years Filed as: GREGORY J. SCHWARTZ & CO, INC. Service code 27 · EIN 38-2117812	Advisory (Plan)	$58,500
AB FUNDS4 years Service code 52 · EIN 13-4071393	Indirect Investment Fees	$0
AMERICAN CENTURY3 years Service code 52 · EIN 43-1567889	Indirect Investment Fees	$0
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
ARIEL INVESTMENTS, LLC2 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407	Indirect Investment Fees	$0
DOUBLELINE CAPITAL LP4 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0
LEGG MASON4 years Service code 52 · EIN 13-4146187	Indirect Investment Fees	$0
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252	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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$132K

$1071 / participant

Investment mgmt$104K79.1%
Contract admin$28K20.9%

% of EOY assets

0.268%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$106,041

$73,638+44.0%

$95,952+10.5%

$73,488+44.3%

Participation rate

95.1%

76.2%+19.0pp

77.1%+18.0pp

70.7%+24.4pp

Annual return

13.30%

16.78%-3.5pp

91.61%-78.3pp

28.51%-15.2pp

Employer contribution / active EE

$3,631

$1,863+94.9%

$2,541+42.9%

$2,270+59.9%

Participant deferral / active EE

$9,836

$3,617+171.9%

$4,167+136.0%

$3,740+163.0%

Admin fee / account holder

$284

$482-41.0%

$6,795-95.8%

$513-44.6%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years

Service code 49 · EIN 04-1590850

Other Services

$131,706

GREGORY J SCHWARTZ & COMPANY INC4 years

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

Service code 27 · EIN 38-2117812

Advisory (Plan)

$58,500

AB FUNDS4 years

Service code 52 · EIN 13-4071393

Indirect Investment Fees

AMERICAN CENTURY3 years

Service code 52 · EIN 43-1567889

Indirect Investment Fees

AMERICAN FUNDS4 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

ARIEL INVESTMENTS, LLC2 years

Filed as: ARIEL INVESTMENTS

Service code 52 · EIN 20-5784407

Indirect Investment Fees

DOUBLELINE CAPITAL LP4 years

Filed as: DOUBLELINE FUNDS

Service code 52 · EIN 39-1982827

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY4 years

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

LEGG MASON4 years

Service code 52 · EIN 13-4146187

Indirect Investment Fees

NORTHERN FUNDS4 years

Service code 52 · EIN 36-3608252

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