Retirement plan

E. A. DION, INCORPORATED 401(K) PLAN

Name: E. A. DION, INCORPORATED - E. A. DION, INCORPORATED 401(K) PLAN (2016) Form 5500
Creator: E. A. DION, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E. A. DION, INCORPORATED 401(K) PLAN, E. A. DION, INCORPORATED

E. A. DION, INCORPORATEDEIN 04-2628418Plan #001PY 2016

P.O. BOX 2098, 33 FRANKLIN MCKAY ROAD - ATTLEBORO, MA 027030035508-222-9662

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.3M

No prior year

Total participants

No prior year

Average account balance

$77,000

No prior year

Annual return

9.47%

No prior year

Benchmarks

See 15,089 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,089 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$9.49M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

124.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$334K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2593

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J3D2T

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$326K

$4461 / participant

Other / not subdivided$326K100.0%

% of EOY assets

5.158%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,000

$60,349+27.6%

$74,183+3.8%

$62,891+22.4%

Participation rate

93.2%

72.7%+20.4pp

76.6%+16.5pp

69.3%+23.8pp

Annual return

9.47%

21.37%-11.9pp

17.74%-8.3pp

20.14%-10.7pp

Employer contribution / active EE

$521

$1,680-69.0%

$2,370-78.0%

$2,281-77.2%

Participant deferral / active EE

$3,545

$2,856+24.1%

$3,550-0.1%

$3,203+10.7%

Admin fee / account holder

$3,971

$4,261-6.8%

$5,586-28.9%

$4,296-7.5%

E. A. DION, INCORPORATED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

E. A. DION, INCORPORATED 401(K) 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