Retirement plan

DONJON MARINE CO., INC. RETIREMENT PLAN

Name: DONJON MARINE CO., INC. - DONJON MARINE CO., INC. RETIREMENT PLAN (2018) Form 5500
Creator: DONJON MARINE CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONJON MARINE CO., INC. RETIREMENT PLAN, DONJON MARINE CO., INC.

DONJON MARINE CO., INC.EIN 22-1844615Plan #001PY 2018

100 CENTRAL AVENUE - HILLSIDE, NJ 07205908-964-8812donjon.comLinkedIn1-10 employeesmaritime

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$36.4M

-6.7% from 2017

Total participants

574

0.0% from 2017

Average account balance

$64,337

-6.5% from 2017

Annual return

-4.01%

-21.53 pp from 2017

Benchmarks

See 1,274 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,274 peers

Snapshot2018

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Analytics

Total assets (EOY)

Plan-year ending balance

$87.83M

Not enough data

1 years with asset history on file

Average account balance

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

$234K

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.

376

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.

99.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.84M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+15.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$501

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
INTAC ACTUARIAL SERVICES4+ years Service code 13 · EIN 22-2446239	Contract Administrator	$4,950
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: GREAT WESTLIFE ANNUITY INS CO Service code 64	Recordkeeping Fees	$2,200
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER RETIEREMENT ADVISORY SVC Service code 28	Investment Management	$1,003
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 13	Contract Administrator	$0
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 55	Other Commissions	$0
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55	Other Commissions	$0

Plan features & details

Pension benefit codes2A2E2F2H2J2K2T3D

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.
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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

$96K

$292 / participant

Investment mgmt$96K100.0%

% of EOY assets

0.264%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,337

$62,267+3.3%

$110,238-41.6%

$55,725+15.5%

Participation rate

97.3%

78.1%+19.1pp

79.8%+17.4pp

70.9%+26.4pp

Annual return

-4.01%

-1.07%-2.9pp

314.74%-318.7pp

244.93%-248.9pp

Employer contribution / active EE

$2,253

$1,941+16.0%

$3,826-41.1%

$2,078+8.4%

Participant deferral / active EE

$4,770

$3,516+35.7%

$4,672+2.1%

$3,356+42.2%

Admin fee / account holder

$170

$121+40.4%

$8,547-98.0%

$115+47.3%

Provider

Service type

Compensation

INTAC ACTUARIAL SERVICES4+ years

Service code 13 · EIN 22-2446239

Contract Administrator

$4,950

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: GREAT WESTLIFE ANNUITY INS CO

Service code 64

Recordkeeping Fees

$2,200

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER RETIEREMENT ADVISORY SVC

Service code 28

Investment Management

$1,003

INTAC ACTUARIAL SERVICES2 years

Filed as: INTAC ACTUARIAL SERVICES, INC.

Service code 13

Contract Administrator

WELLS FARGO BANK, N.A.4+ years

Filed as: WELLS FARGO ADVISORS

Service code 55

Other Commissions

WELLS FARGO BANK, N.A.3 years

Filed as: WELLS FARGO ADVISORS FIN NETWORK LL

Service code 55

Other Commissions

DONJON MARINE CO., INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DONJON MARINE CO., INC. 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