Retirement plan

LESAFFRE INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN

Name: LESAFFRE INTERNATIONAL CORPORATION - LESAFFRE INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: LESAFFRE INTERNATIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LESAFFRE INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN, LESAFFRE INTERNATIONAL CORPORATION

LESAFFRE INTERNATIONAL CORPORATIONEIN 98-0042186Plan #333PY 2015

7475 W MAIN ST - MILWAUKEE, WI 532141552414-615-3300LinkedIn1-10 employeescomputer software

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$52M

No prior year

Total participants

427

No prior year

Average account balance

$126,210

No prior year

Annual return

-3.60%

No prior year

Benchmarks

See 601 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort601 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$117.61M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

881

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482	Recordkeeping	$11,813
REILLY, PENNER & BENTON LLP1+ years Filed as: REILLY PENNER & BENTON Service code 10 · EIN 39-0747409 1233 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53226	Accounting	$6,300
DENALI WEALTH MANAGEMENT1+ years Service code 15 · EIN 27-1701487 4425 N PORT WASHINGTON ROAD · MILWAUKEE, WI 53212	Recordkeeping	$4,500

Plan features & details

Pension benefit codes2E2F2G2J2K

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.7M

$5186 / participant

Other / not subdivided$2M100.0%

% of EOY assets

3.202%

all-in expense ratio

Categories reported

0 / 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: REILLY PENNER & BENTON, LLP
Auditor EIN: 390747409
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$126,210

$48,277+161.4%

$63,244+99.6%

$55,191+128.7%

Participation rate

95.3%

69.4%+25.9pp

71.0%+24.3pp

69.2%+26.2pp

Annual return

-3.60%

2.37%-6.0pp

-70.31%+66.7pp

10.78%-14.4pp

Employer contribution / active EE

$6,471

$1,592+306.5%

$2,322+178.7%

$1,899+240.8%

Participant deferral / active EE

$6,382

$2,432+162.4%

$2,953+116.1%

$3,046+109.5%

Admin fee / account holder

$4,041

$86+4600.4%

$5,893-31.4%

$91+4351.3%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1+ years

Filed as: VANGUARD GROUP

Service code 15 · EIN 23-1945930

PO BOX 2900 · VALLEY FORGE, PA 19482

Recordkeeping

$11,813

REILLY, PENNER & BENTON LLP1+ years

Filed as: REILLY PENNER & BENTON

Service code 10 · EIN 39-0747409

1233 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53226

Accounting

$6,300

DENALI WEALTH MANAGEMENT1+ years

Service code 15 · EIN 27-1701487

4425 N PORT WASHINGTON ROAD · MILWAUKEE, WI 53212

Recordkeeping

$4,500

LESAFFRE INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LESAFFRE INTERNATIONAL CORPORATION RETIREMENT SAVINGS 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