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 (2018) 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 2018

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

Other plans on this EIN

1 filing

#002Retirement-$29.2M assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$9M

+7.5% from 2017

Total participants

540

+0.9% from 2017

Average account balance

$16,845

+7.3% from 2017

Annual return

-2.64%

-17.09 pp from 2017

Benchmarks

See 1,154 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,154 peers

Snapshot2018

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.2 years Service code 49 · EIN 04-1590850	Other Services	$35,860
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315	Indirect Investment Fees	$0
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210	Indirect Investment Fees	$0
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989	Indirect Investment Fees	$0
HARRIS2 years Service code 52 · EIN 52-2257782	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862	Indirect Investment Fees	$0
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527	Indirect Investment Fees	$0
T ROWE PRICE RPS INC2 years 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

2 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.

Expense breakdown

Schedule H Part II

Admin total

$36K

$72 / participant

Investment mgmt$22K61.9%
Contract admin$13K37.4%
Other / not subdivided$2750.8%

% of EOY assets

0.398%

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

$16,845

$65,223-74.2%

$80,022-78.9%

$55,725-69.8%

Participation rate

99.0%

80.6%+18.4pp

75.8%+23.2pp

70.9%+28.1pp

Annual return

-2.64%

7.59%-10.2pp

11.22%-13.9pp

244.93%-247.6pp

Employer contribution / active EE

$1,194

$2,544-53.1%

$2,468-51.6%

$2,078-42.5%

Participant deferral / active EE

$1,105

$3,881-71.5%

$3,686-70.0%

$3,356-67.1%

Admin fee / account holder

$67

$114-41.3%

$6,521-99.0%

$115-41.8%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Service code 49 · EIN 04-1590850

Other Services

$35,860

AMERICAN CENTURY2 years

Service code 52 · EIN 44-6006315

Indirect Investment Fees

AMERICAN FUNDS2 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Service code 52 · EIN 59-6865210

Indirect Investment Fees

GOLDMAN SACHS2 years

Service code 52 · EIN 13-4166989

Indirect Investment Fees

HARRIS2 years

Service code 52 · EIN 52-2257782

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY2 years

Filed as: JP MORGAN

Service code 52 · EIN 33-1043149

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT2 years

Service code 52 · EIN 04-3158862

Indirect Investment Fees

PGIM INVESTMENTS2 years

Service code 52 · EIN 22-3468527

Indirect Investment Fees

T ROWE PRICE RPS INC2 years

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