Retirement plan

THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS FOR COLUMBUS BARGAINING UNIT EMPLOYEES

Name: DOREL JUVENILE GROUP, INC. - THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS FOR COLUMBUS BARGAINING UNIT EMPLOYEES (2017) Form 5500
Creator: DOREL JUVENILE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS FOR COLUMBUS BARGAINING UNIT EMPLOYEES, DOREL JUVENILE GROUP, INC.

DOREL JUVENILE GROUP, INC.EIN 04-2836423Plan #012PY 2017

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

Other plans on this EIN

1 filing

#002Retirement-$31.6M assets

Prospect flagsLow assets / participantLow participant contributionRecently reached 100 employees

How to read this page

Total assets (EOY)

$8.4M

+26.6% from 2016

Total participants

535

-6.3% from 2016

Average account balance

$15,703

No prior year

Annual return

14.45%

+9.30 pp from 2016

Benchmarks

See 1,152 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,152 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.35M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

451

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.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.12M

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

+12.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$110

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 10 of 12 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Service code 52 · EIN 04-1590850	Indirect Investment Fees	$32,059
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315	Indirect Investment Fees	$0
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880	Indirect Investment Fees	$0
HARRIS1 year Service code 52 · EIN 04-3276558	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 33-1043149	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799	Indirect Investment Fees	$0
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$32K

$64 / participant

Investment mgmt$17K52.4%
Contract admin$15K47.6%

% of EOY assets

0.382%

all-in expense ratio

Categories reported

2 / 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: BLUE & COMPANY, LLC
Auditor EIN: 351178661
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,703

$75,284-79.1%

$91,004-82.7%

$69,631-77.4%

Participation rate

99.8%

80.4%+19.4pp

75.6%+24.2pp

70.7%+29.1pp

Annual return

14.45%

48.40%-34.0pp

4.60%+9.8pp

27571.02%-27556.6pp

Employer contribution / active EE

$1,080

$2,473-56.3%

$2,456-56.0%

$2,032-46.8%

Participant deferral / active EE

$930

$3,700-74.9%

$3,548-73.8%

$3,224-71.1%

Admin fee / account holder

$60

$111-45.7%

$5,417-98.9%

$110-45.6%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$32,059

AMERICAN CENTURY1 year

Service code 52 · EIN 44-6006315

Indirect Investment Fees

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1411037

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 90-0342299

Indirect Investment Fees

GOLDMAN SACHS1 year

Service code 52 · EIN 13-5108880

Indirect Investment Fees

HARRIS1 year

Service code 52 · EIN 04-3276558

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 33-1043149

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

PGIM INVESTMENTS1 year

Service code 52 · EIN 22-3703799

Indirect Investment Fees

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE

Service code 52 · EIN 52-0791372

Indirect Investment Fees

THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS FOR COLUMBUS BARGAINING UNIT EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS FOR COLUMBUS BARGAINING UNIT EMPLOYEES

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