Retirement plan

DOREL JUVENILE GROUP, INC. PENSION PLAN FOR BARGAINING UNIT EMPLOYEES

Name: DOREL JUVENILE GROUP, INC. - DOREL JUVENILE GROUP, INC. PENSION PLAN FOR BARGAINING UNIT EMPLOYEES (2020) Form 5500
Creator: DOREL JUVENILE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOREL JUVENILE GROUP, INC. PENSION PLAN FOR BARGAINING UNIT EMPLOYEES, DOREL JUVENILE GROUP, INC.

DOREL JUVENILE GROUP, INC.EIN 04-2836423Plan #002PY 2020

2525 STATE STREET - COLUMBUS, IN 47201812-372-0141

Other plans on this EIN

1 filing

#012Retirement-$12.8M assets

Prospect flagsHigh retiree %Low employer contribution

How to read this page

Total assets (EOY)

$36.8M

+8.3% from 2019

Total participants

933

-1.8% from 2019

Average account balance

No prior year

Annual return

10.55%

-4.81 pp from 2019

Benchmarks

See 146 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined benefit

Participants250-999

Cohort146 peers

Snapshot2020

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Analytics

Total assets (EOY)

Plan-year ending balance

$33.01M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

619

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$738K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+2.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 16 by compensation

Provider	Service type	Compensation
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27	Advisory (Plan)	$22,500
AMERICAN CENTURY4 years Service code 52 · EIN 44-6006315	Indirect Investment Fees	$0
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BLUE CHIP RETIREMENT PLANS, INC.1 year Filed as: BLUE & CO. LLC Service code 10 · EIN 35-1178661	Accounting	$0
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
FRANKLIN TEMPLETON4 years Service code 52 · EIN 59-6865210	Indirect Investment Fees	$0
INVESCO4 years Service code 52 · EIN 76-0343427	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years Service code 52	Indirect Investment Fees	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.4 years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850	Contract Administrator	$0

Enrolled actuary

1 attachment

See 1 actuary disclosure. $4.99 for your first month.

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Plan features & details

Pension benefit codes1B1I3H

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$553K

$1777 / participant

Other / not subdivided$553K100.0%

% of EOY assets

1.500%

all-in expense ratio

Categories reported

0 / 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: BLUE AND CO., LLC
Auditor EIN: 351178661
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$2,822,362-100.0%

$91,826-100.0%

$2,822,362-100.0%

Participation rate

0.0%

0.0%0pp

4.7%-4.7pp

0.6%-0.6pp

Annual return

10.55%

16.36%-5.8pp

793.01%-782.5pp

11.45%-0.9pp

Employer contribution / active EE

$3,491

$15,595-77.6%

$27,004-87.1%

$17,219-79.7%

Participant deferral / active EE

$5-100.0%

$154-100.0%

$357-100.0%

Admin fee / account holder

$15,480-100.0%

$4,239-100.0%

$15,480-100.0%

Provider

Service type

Compensation

SAGEVIEW ADVISORY GROUP, LLC4 years

Filed as: SAGEVIEW ADVISORY GROUP LLC

Service code 27

Advisory (Plan)

$22,500

AMERICAN CENTURY4 years

Service code 52 · EIN 44-6006315

Indirect Investment Fees

AMERICAN FUNDS4 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BLUE CHIP RETIREMENT PLANS, INC.1 year

Filed as: BLUE & CO. LLC

Service code 10 · EIN 35-1178661

Accounting

DIMENSIONAL FUND ADVISORS4 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

FRANKLIN TEMPLETON4 years

Service code 52 · EIN 59-6865210

Indirect Investment Fees

INVESCO4 years

Service code 52 · EIN 76-0343427

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years

Service code 52

Indirect Investment Fees

MASSACHUSETTS MUTUAL LIFE INS. CO.4 years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 13 · EIN 04-1590850

Contract Administrator

DOREL JUVENILE GROUP, INC. PENSION PLAN FOR BARGAINING UNIT EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOREL JUVENILE GROUP, INC. PENSION PLAN FOR BARGAINING UNIT EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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