Retirement plan

VIEWSONIC CORPORATION 401(K) PLAN AND TRUST

Name: VIEWSONIC CORPORATION - VIEWSONIC CORPORATION 401(K) PLAN AND TRUST (2016) Form 5500
Creator: VIEWSONIC CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIEWSONIC CORPORATION 401(K) PLAN AND TRUST, VIEWSONIC CORPORATION

VIEWSONIC CORPORATIONEIN 95-4120606Plan #001PY 2016

10 POINTE DRIVE - BREA, CA 92821909-444-8935viewsonic.comLinkedIn1001-5000 employeesinformation technology and services

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 1, 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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How to read this page

Total assets (EOY)

$23.2M

+9.6% from 2015

Total participants

244

+2.5% from 2015

Average account balance

$99,902

+6.8% from 2015

Annual return

8.45%

+11.39 pp from 2015

Benchmarks

See 837 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$46.79M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

332

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$380

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 5 by compensation

Provider	Service type	Compensation
S B H U LIFE AGENCY INC2+ years Filed as: S B H U LIFE AGENCY INC. Service code 49 · EIN 13-2896238	Other Services	$39,099
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13	Contract Administrator	$18,454
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290	Contract Administrator	$17,122
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING LLC Service code 33 · EIN 13-2741729	Direct payment from the plan; Securit...	$12,623
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428	Contract Administrator	$683

Plan features & details

Pension benefit codes2E2F2G2J2K2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$24K

$170 / participant

Contract admin$23K94.9%
Other / not subdivided$1K5.1%

% of EOY assets

0.105%

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: KUSHNER SMITH JOANOU & GREGSON LLP
Auditor EIN: 953322166
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$99,902

$51,244+95.0%

$80,977+23.4%

$55,167+81.1%

Participation rate

91.6%

71.7%+19.9pp

75.8%+15.8pp

69.0%+22.6pp

Annual return

8.45%

17.39%-8.9pp

17.11%-8.7pp

169.23%-160.8pp

Employer contribution / active EE

$1,888

$1,770+6.6%

$3,715-49.2%

$1,963-3.8%

Participant deferral / active EE

$6,769

$4,418+53.2%

$5,696+18.8%

$3,054+121.6%

Admin fee / account holder

$105

$398-73.7%

$5,517-98.1%

$504-79.2%

Provider

Service type

Compensation

S B H U LIFE AGENCY INC2+ years

Filed as: S B H U LIFE AGENCY INC.

Service code 49 · EIN 13-2896238

Other Services

$39,099

ACTUARIAL BENEFITS CORP2+ years

Filed as: ACTUARIAL BENEFITS CORPORATION

Service code 13

Contract Administrator

$18,454

PRINCIPAL LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$17,122

THE BANK OF NEW YORK MELLON2+ years

Filed as: PERSHING LLC

Service code 33 · EIN 13-2741729

Direct payment from the plan; Securit...

$12,623

ACTUARIAL BENEFITS CORP2+ years

Filed as: ACTUARIAL BENEFITS CORP.

Service code 13 · EIN 20-1054428

Contract Administrator

$683

VIEWSONIC CORPORATION 401(K) PLAN AND TRUST

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIEWSONIC CORPORATION 401(K) PLAN AND TRUST

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