Retirement plan

DUNBARTON TELEPHONE COMPANY, INC. PROFIT SHARING PLAN

Name: DUNBARTON TELEPHONE COMPANY, INC. - DUNBARTON TELEPHONE COMPANY, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: DUNBARTON TELEPHONE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUNBARTON TELEPHONE COMPANY, INC. PROFIT SHARING PLAN, DUNBARTON TELEPHONE COMPANY, INC.

DUNBARTON TELEPHONE COMPANY, INC.EIN 02-0128415Plan #001PY 2015

2 STARK HIGHWAY SOUTH - DUNBARTON, NH 030464406603-774-9911dunbartontelephone.comLinkedIn1-10 employeestelecommunications

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.1M

No prior year

Total participants

No prior year

Average account balance

$345,734

No prior year

Annual return

-3.16%

No prior year

Benchmarks

See 6,945 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort6,945 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.24M

Not enough data

1 years with asset history on file

Average account balance

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

$649K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2323

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 codes2E3D2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$149K

$21352 / participant

Other / not subdivided$149K100.0%

% of EOY assets

7.205%

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

$345,734

$86,701+298.8%

$73,309+371.6%

$125,389+175.7%

Participation rate

85.7%

78.6%+7.1pp

74.9%+10.8pp

83.2%+2.5pp

Annual return

-3.16%

2.78%-5.9pp

5.67%-8.8pp

282.24%-285.4pp

Employer contribution / active EE

$14,222

$4,152+242.5%

$3,237+339.3%

$4,866+192.3%

Participant deferral / active EE

$5,549-100.0%

$4,991-100.0%

$5,352-100.0%

Admin fee / account holder

$24,911

$7,768+220.7%

$5,635+342.1%

$9,541+161.1%

DUNBARTON TELEPHONE COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUNBARTON TELEPHONE COMPANY, INC. PROFIT SHARING 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