Retirement plan

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

Name: DOREL JUVENILE GROUP, INC. - THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS PLAN FOR COLUMBUS BARGAINING UNIT EMPLOYEES (2023) 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 PLAN FOR COLUMBUS BARGAINING UNIT EMPLOYEES, DOREL JUVENILE GROUP, INC.

DOREL JUVENILE GROUP, INC.EIN 04-2836423Plan #012PY 2023

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

Other plans on this EIN

1 filing

#002Retirement-$33.4M assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$12.6M

+11.2% from 2022

Total participants

461

+9.2% from 2022

Average account balance

$30,070

+11.5% from 2022

Annual return

17.29%

+34.40 pp from 2022

Benchmarks

See 1,153 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,153 peers

Snapshot2023

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 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$31,547
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614	Advisory (Plan)	$8,691
BLUE CHIP RETIREMENT PLANS, INC.1 year Filed as: BLUE & CO LLC Service code 10 12800 N MERIDIAN ST STE 400 · CARMEL, IN 46032	Accounting	$6,000
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$315

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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

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

$47K

$120 / participant

Recordkeeping$32K67.8%
Investment mgmt$9K19.3%
Other / not subdivided$6K12.9%

% of EOY assets

0.370%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BLUE AND COMPANY
Auditor EIN: 351178661
Audit fees: $6,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,070

$84,784-64.5%

$98,461-69.5%

$74,460-59.6%

Participation rate

88.9%

81.5%+7.4pp

75.2%+13.7pp

70.7%+18.2pp

Annual return

17.29%

20.59%-3.3pp

21.17%-3.9pp

34.38%-17.1pp

Employer contribution / active EE

$1,394

$3,364-58.5%

$3,049-54.3%

$2,638-47.1%

Participant deferral / active EE

$1,448

$5,218-72.2%

$4,738-69.4%

$4,530-68.0%

Admin fee / account holder

$111

$204-45.5%

$8,961-98.8%

$348-68.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$31,547

SAGEVIEW ADVISORY GROUP, LLC4 years

Service code 27

1920 MAIN ST STE 800 · IRVINE, CA 92614

Advisory (Plan)

$8,691

BLUE CHIP RETIREMENT PLANS, INC.1 year

Filed as: BLUE & CO LLC

Service code 10

12800 N MERIDIAN ST STE 400 · CARMEL, IN 46032

Accounting

$6,000

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$315

THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS PLAN 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 PLAN 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