Retirement plan

DENVILLE LINE PAINTING, INC. INCENTIVE SAVINGS TRUST

Name: DENVILLE LINE PAINTING, INC. - DENVILLE LINE PAINTING, INC. INCENTIVE SAVINGS TRUST (2017) Form 5500
Creator: DENVILLE LINE PAINTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENVILLE LINE PAINTING, INC. INCENTIVE SAVINGS TRUST, DENVILLE LINE PAINTING, INC.

DENVILLE LINE PAINTING, INC.EIN 22-2299140Plan #003PY 2017

2 GREEN POND ROAD - ROCKAWAY, NJ 07866973-625-1010denvillelinepainting.netLinkedIn51-200 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$9.2M

+6.7% from 2016

Total participants

150

-13.8% from 2016

Average account balance

$69,146

+22.7% from 2016

Annual return

8.53%

+3.02 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.07M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

167.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+5.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4502

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 3 by compensation

Provider	Service type	Compensation
RETIREWELL ADMINISTRATORS2 years Filed as: RETIREWELL ADMINISTRATORS INC. Service code 16 · EIN 46-2684976 1002 LINCOLN DRIVE WEST, SUITE H · MARLTON, NJ 08053	Consulting	$6,070
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802	Contract Administrator	$4,425
THE LAW FIRM OF ANTHONY L SCIALABBA1 year Filed as: LAW FIRM OF ANTHONY L. SCIALABBA Service code 29 · EIN 46-4015886 1002 LINCOLN DRIVE WEST, SUITE H · MARLTON, NJ 08053	Legal	$1,989

Plan features & details

Pension benefit codes2A2E2J2F2G3D

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).
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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$12K

$101 / participant

Investment mgmt$12K100.0%

% of EOY assets

0.136%

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: CLYNE EGAN & ASSOCIATES
Auditor EIN: 222706394
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,146

$58,726+17.7%

$92,240-25.0%

$62,293+11.0%

Participation rate

86.3%

68.3%+17.9pp

76.5%+9.8pp

69.5%+16.8pp

Annual return

8.53%

43.62%-35.1pp

176.29%-167.8pp

28.90%-20.4pp

Employer contribution / active EE

$6,709

$2,392+180.5%

$3,680+82.3%

$2,042+228.5%

Participant deferral / active EE

$1,658

$2,766-40.0%

$3,897-57.5%

$3,169-47.7%

Admin fee / account holder

$94

$556-83.1%

$5,194-98.2%

$479-80.4%

Provider

Service type

Compensation

RETIREWELL ADMINISTRATORS2 years

Filed as: RETIREWELL ADMINISTRATORS INC.

Service code 16 · EIN 46-2684976

1002 LINCOLN DRIVE WEST, SUITE H · MARLTON, NJ 08053

Consulting

$6,070

LINCOLN NATIONAL CORPORATION2 years

Service code 13 · EIN 35-0472300

P.O. BOX 7877 · FORT WAYNE, IN 46802

Contract Administrator

$4,425

THE LAW FIRM OF ANTHONY L SCIALABBA1 year

Filed as: LAW FIRM OF ANTHONY L. SCIALABBA

Service code 29 · EIN 46-4015886

1002 LINCOLN DRIVE WEST, SUITE H · MARLTON, NJ 08053

Legal

$1,989

DENVILLE LINE PAINTING, INC. INCENTIVE SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENVILLE LINE PAINTING, INC. INCENTIVE SAVINGS TRUST

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