Retirement plan

DOYON UTILITIES, LLC RETIREMENT PLAN

Name: DOYON UTILITIES, LLC - DOYON UTILITIES, LLC RETIREMENT PLAN (2015) Form 5500
Creator: DOYON UTILITIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOYON UTILITIES, LLC RETIREMENT PLAN, DOYON UTILITIES, LLC

DOYON UTILITIES, LLCEIN 20-3324258Plan #001PY 2015

714 4TH AVENUE, STE 100 - FAIRBANKS, AK 99701907-479-3118doyonutilities.comLinkedIn51-200 employeesutilities

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$22.4M

No prior year

Total participants

197

No prior year

Average account balance

$113,575

No prior year

Annual return

1.77%

No prior year

Benchmarks

See 145 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants100-249

Cohort145 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$73.12M

Not enough data

1 years with asset history on file

Average account balance

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

$255K

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.

287

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.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.68M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+15.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36

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 1 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576	Custodial (other than securities); Cl...	$55,906

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$28 / participant

Contract admin$5K100.0%

% of EOY assets

0.020%

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: BDO
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$113,575

$89,553+26.8%

$81,367+39.6%

$52,331+117.0%

Participation rate

100.0%

82.2%+17.8pp

82.3%+17.7pp

68.1%+31.9pp

Annual return

1.77%

4.41%-2.6pp

-0.92%+2.7pp

4.54%-2.8pp

Employer contribution / active EE

$11,237

$3,780+197.3%

$3,930+185.9%

$1,882+497.1%

Participant deferral / active EE

$9,317

$5,359+73.9%

$5,383+73.1%

$3,022+208.3%

Admin fee / account holder

$23

$1,914-98.8%

$8,926-99.7%

$592-96.1%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP1+ years

Service code 12 · EIN 93-1253576

Custodial (other than securities); Cl...

$55,906

DOYON UTILITIES, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOYON UTILITIES, LLC RETIREMENT 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