Retirement plan

DAWSON METAL CO., INC. 401(K) PLAN

Name: DAWSON METAL CO., INC. - DAWSON METAL CO., INC. 401(K) PLAN (2015) Form 5500
Creator: DAWSON METAL CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAWSON METAL CO., INC. 401(K) PLAN, DAWSON METAL CO., INC.

DAWSON METAL CO., INC.EIN 16-0710555Plan #005PY 2015

825 ALLEN ST - JAMESTOWN, NY 147013901716-664-3815dawsonmetal.comLinkedIn51-200 employeesmechanical or industrial engineering

Other plans on this EIN

2 filings

#001Retirement-$1.8M assets #002Retirement-$604K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.7M

No prior year

Total participants

103

No prior year

Average account balance

$47,328

No prior year

Annual return

-0.53%

No prior year

Benchmarks

See 13,685 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort13,685 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.01M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

131.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+24.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11097

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

Top 1 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$8,656

Plan features & details

Pension benefit codes2E2F2G2J2T

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$9K

$94 / participant

Contract admin$9K100.0%

% of EOY assets

0.185%

all-in expense ratio

Categories reported

1 / 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: JOHN TRUSSALO CPA P.C.
Auditor EIN: 161506673
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,328

$56,197-15.8%

$67,652-30.0%

$59,633-20.6%

Participation rate

95.7%

71.5%+24.2pp

75.7%+20.0pp

68.7%+27.0pp

Annual return

-0.53%

18508.10%-18508.6pp

6625.40%-6625.9pp

2041.45%-2042.0pp

Employer contribution / active EE

$1,117

$1,615-30.8%

$2,266-50.7%

$2,203-49.3%

Participant deferral / active EE

$2,230

$2,844-21.6%

$3,560-37.3%

$3,192-30.1%

Admin fee / account holder

$87

$3,958-97.8%

$4,821-98.2%

$4,297-98.0%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$8,656

DAWSON METAL CO., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAWSON METAL CO., INC. 401(K) 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