Retirement plan

DAN SHERIDAN CORP. D/B/A PRECISION GLASS COMPANY 401(K) PROFIT SHARING PLAN

Name: DAN SHERIDAN CORP. D/B/A PRECISION GLASS COMPANY - DAN SHERIDAN CORP. D/B/A PRECISION GLASS COMPANY 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: DAN SHERIDAN CORP. D/B/A PRECISION GLASS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAN SHERIDAN CORP. D/B/A PRECISION GLASS COMPANY 401(K) PROFIT SHARING PLAN, DAN SHERIDAN CORP. D/B/A PRECISION GLASS COMPANY

DAN SHERIDAN CORP. D/B/A PRECISION GLASS COMPANYEIN 04-2855446Plan #001PY 2016

116 REAR CAMBRIDGE STREET - CHARLESTOWN, MA 02129617-242-4200LinkedIn1-10 employeeschemicals

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$148K

+16.4% from 2015

Total participants

0.0% from 2015

Average account balance

$18,488

+16.4% from 2015

Annual return

6.76%

+7.17 pp from 2015

Benchmarks

See 8,145 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,145 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$126K

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.47%

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,488

$99,079-81.3%

$78,002-76.3%

$273,972-93.3%

Participation rate

100.0%

78.6%+21.4pp

75.5%+24.5pp

83.0%+17.0pp

Annual return

6.76%

217.93%-211.2pp

425.99%-419.2pp

41.46%-34.7pp

Employer contribution / active EE

$750

$3,308-77.3%

$2,470-69.6%

$4,869-84.6%

Participant deferral / active EE

$2,313

$4,306-46.3%

$3,497-33.9%

$5,287-56.3%

Admin fee / account holder

$8,954-100.0%

$5,481-100.0%

$10,133-100.0%

DAN SHERIDAN CORP. D/B/A PRECISION GLASS COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DAN SHERIDAN CORP. D/B/A PRECISION GLASS COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion