Retirement plan

DAYTON T. BROWN, INC. PROFIT SHARING PENSION PLAN

Name: DAYTON T. BROWN, INC. - DAYTON T. BROWN, INC. PROFIT SHARING PENSION PLAN (2017) Form 5500
Creator: DAYTON T. BROWN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAYTON T. BROWN, INC. PROFIT SHARING PENSION PLAN, DAYTON T. BROWN, INC.

DAYTON T. BROWN, INC.EIN 11-1638929Plan #001PY 2017

1175 CHURCH STREET - BOHEMIA, NY 11716631-589-6300LinkedIn51-200 employeesinformation services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$48.3M

+13.7% from 2016

Total participants

369

+3.1% from 2016

Average account balance

$144,953

+9.2% from 2016

Annual return

15.33%

+8.39 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$64.09M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

352

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.

88.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.16M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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 2 by compensation

Provider	Service type	Compensation
ALBRECHT VIGGIANO ZURECK & CO PC1 year Filed as: ALBRECHT VIGGIANO ZURECK AND CO. PC Service code 10 25 SUFFOLK COURT · HAUPPAUGE, NY 11788	Accounting	$13,500
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$350

Plan features & details

Pension benefit codes2A2E2G2J2S2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$14K

$56 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ALBRECHT, VIGGIANO, ZURECK AND CO.
Auditor EIN: 112556624
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$144,953

$80,753+79.5%

$136,297+6.4%

$62,293+132.7%

Participation rate

85.4%

73.5%+11.9pp

81.9%+3.5pp

69.5%+15.9pp

Annual return

15.33%

35.83%-20.5pp

5156.19%-5140.9pp

28.90%-13.6pp

Employer contribution / active EE

$1,762

$2,884-38.9%

$4,696-62.5%

$2,042-13.7%

Participant deferral / active EE

$6,661

$5,164+29.0%

$6,247+6.6%

$3,169+110.2%

Admin fee / account holder

$42

$525-92.1%

$9,244-99.6%

$479-91.3%

Provider

Service type

Compensation

ALBRECHT VIGGIANO ZURECK & CO PC1 year

Filed as: ALBRECHT VIGGIANO ZURECK AND CO. PC

Service code 10

25 SUFFOLK COURT · HAUPPAUGE, NY 11788

Accounting

$13,500

T ROWE PRICE RPS INC3+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$350

DAYTON T. BROWN, INC. PROFIT SHARING PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAYTON T. BROWN, INC. PROFIT SHARING PENSION PLAN

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