Retirement plan

DATALOGIC 401(K) PLAN

Name: DATALOGIC USA, INC. - DATALOGIC 401(K) PLAN (2021) Form 5500
Creator: DATALOGIC USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DATALOGIC 401(K) PLAN, DATALOGIC USA, INC.

DATALOGIC USA, INC.EIN 16-0969362Plan #001PY 2021

959 TERRY STREET - EUGENE, OR 97402541-683-5701LinkedIn201-500 employeescomputer hardware

Prospect flagsLow returnsHigh fees

Top hat statement on fileNQDC

Filed October 9, 2015

Plan administrator

Plan administrator name— Sign in and upgrade to view

959 Terry

Eugene State: OR Zip Code: 97402

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (1)

Datalogic Holdings, Inc. Nonqualified Deferred Compensation Plan1 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$100.9M

+3.3% from 2020

Total participants

754

-9.6% from 2020

Average account balance

$135,244

+6.1% from 2020

Annual return

11.67%

-3.30 pp from 2020

Benchmarks

See 2,347 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,347 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$86.29M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

546

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.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.54M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+4.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$486

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
MERCER3 years Filed as: MERCER INVESTMENT, LLC Service code 16 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110	Consulting	$254,323
TRANSAMERICA RETIREMENT SOLUTIONS4 years Service code 12 · EIN 13-3689044 440 MAMARONEK AVE · HARRISON, NY 10528	Finders' fees / placement fees; Sales...	$71,663
TRANSAMERICA RETIREMENT SOLUTIONS1 year Filed as: TRANSAMERICA CORPORATION Service code 13 PO BOX 20781 · LEHIGH VALLEY, PA 180020781	Contract Administrator	$10,551
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,215

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3F3H

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.
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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$277K

$616 / participant

Contract admin$277K100.0%

% of EOY assets

0.274%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN, LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$135,244

$185,342-27.0%

$111,308+21.5%

$86,821+55.8%

Participation rate

98.2%

81.0%+17.2pp

77.3%+20.9pp

72.3%+25.9pp

Annual return

11.67%

500.80%-489.1pp

54.67%-43.0pp

97.94%-86.3pp

Employer contribution / active EE

$2,824

$2,246+25.7%

$2,732+3.4%

$2,406+17.4%

Participant deferral / active EE

$8,854

$4,458+98.6%

$4,487+97.3%

$4,132+114.3%

Admin fee / account holder

$371

$255+45.2%

$7,965-95.3%

$170+118.8%

Provider

Service type

Compensation

MERCER3 years

Filed as: MERCER INVESTMENT, LLC

Service code 16 · EIN 30-0282430

99 HIGH STREET · BOSTON, MA 02110

Consulting

$254,323

TRANSAMERICA RETIREMENT SOLUTIONS4 years

Service code 12 · EIN 13-3689044

440 MAMARONEK AVE · HARRISON, NY 10528

Finders' fees / placement fees; Sales...

$71,663

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Filed as: TRANSAMERICA CORPORATION

Service code 13

PO BOX 20781 · LEHIGH VALLEY, PA 180020781

Contract Administrator

$10,551

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT-WEST LIFE & ANNUITY INS CO

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,215

DATALOGIC 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DATALOGIC 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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