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 (2019) 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 2019

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

Other plans on this EIN

1 filing

#002Retirement-$34.0M assets

Prospect flagsLow returnsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$11.3M

+25.1% from 2018

Total participants

539

-0.2% from 2018

Average account balance

$22,185

+31.7% from 2018

Annual return

18.86%

+21.50 pp from 2018

Benchmarks

See 1,163 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,163 peers

Snapshot2019

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.3 years Service code 49 · EIN 04-1590850	Other Services	$40,914
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315	Indirect Investment Fees	$0
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210	Indirect Investment Fees	$0
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989	Indirect Investment Fees	$0
HARRIS3 years Service code 52 · EIN 52-2257782	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862	Indirect Investment Fees	$0
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527	Indirect Investment Fees	$0
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3H2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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 returns
Annual investment return 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

$41K

$84 / participant

Investment mgmt$25K61.8%
Contract admin$15K37.9%
Other / not subdivided$1500.4%

% of EOY assets

0.363%

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 AND COMPANY, LLC
Auditor EIN: 351178661
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,185

$74,347-70.2%

$93,621-76.3%

$67,579-67.2%

Participation rate

93.7%

80.6%+13.1pp

75.8%+17.8pp

71.3%+22.4pp

Annual return

18.86%

28.07%-9.2pp

32.76%-13.9pp

378.56%-359.7pp

Employer contribution / active EE

$1,179

$2,583-54.4%

$2,719-56.6%

$2,148-45.1%

Participant deferral / active EE

$1,170

$4,060-71.2%

$4,070-71.2%

$3,539-66.9%

Admin fee / account holder

$81

$123-34.3%

$7,890-99.0%

$142-43.4%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3 years

Service code 49 · EIN 04-1590850

Other Services

$40,914

AMERICAN CENTURY3 years

Service code 52 · EIN 44-6006315

Indirect Investment Fees

AMERICAN FUNDS3 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

FRANKLIN TEMPLETON3 years

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 59-6865210

Indirect Investment Fees

GOLDMAN SACHS3 years

Service code 52 · EIN 13-4166989

Indirect Investment Fees

HARRIS3 years

Service code 52 · EIN 52-2257782

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY3 years

Filed as: JP MORGAN

Service code 52 · EIN 33-1043149

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT3 years

Service code 52 · EIN 04-3158862

Indirect Investment Fees

PGIM INVESTMENTS3 years

Service code 52 · EIN 22-3468527

Indirect Investment Fees

T ROWE PRICE RPS INC3 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