Retirement plan

THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Name: THE DALLAS GROUP OF AMERICA, INC. - THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: THE DALLAS GROUP OF AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, THE DALLAS GROUP OF AMERICA, INC.

THE DALLAS GROUP OF AMERICA, INC.EIN 22-2952954Plan #001PY 2017

PO BOX 489, 374 ROUTE 22 - WHITEHOUSE, NJ 08889908-534-7800dallasgrp.comLinkedIn201-500 employeeschemicals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$27.1M

+26.5% from 2016

Total participants

162

+11.0% from 2016

Average account balance

$177,167

+18.3% from 2016

Annual return

20.44%

+13.85 pp from 2016

Benchmarks

See 1,976 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,976 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$28.63M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

150

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+10.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$999

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND3+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670	Contract Administrator	$1,625
PRUDENTIAL RETIREMENT INSURANCE AND3+ years Service code 15 · EIN 06-1050034	Recordkeeping	$0
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 33 · EIN 13-2638166	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2E2G2J2K2T2F3D

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.
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

$3K

$17 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.010%

all-in expense ratio

Categories reported

0 / 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: WITHUMSMITH&BROWN, PC
Auditor EIN: 222027092
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$177,167

$63,299+179.9%

$91,001+94.7%

$62,292+184.4%

Participation rate

94.0%

73.3%+20.7pp

75.6%+18.4pp

69.5%+24.5pp

Annual return

20.44%

20.99%-0.5pp

4.60%+15.8pp

28.90%-8.5pp

Employer contribution / active EE

$7,588

$1,807+320.0%

$2,456+209.0%

$2,042+271.6%

Participant deferral / active EE

$5,430

$2,943+84.5%

$3,547+53.1%

$3,169+71.4%

Admin fee / account holder

$17

$468-96.3%

$5,417-99.7%

$479-96.4%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND3+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 13 · EIN 22-1211670

Contract Administrator

$1,625

PRUDENTIAL RETIREMENT INSURANCE AND3+ years

Service code 15 · EIN 06-1050034

Recordkeeping

UBS FINANCIAL SERVICES INC3+ years

Filed as: UBS FINANCIAL SERVICES INC. IS BILL

Service code 33 · EIN 13-2638166

Securities brokerage; Securities brok...

THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND 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