Retirement plan

DU-CO CERAMICS COMPANY PROFIT SHARING PLAN

Name: DU-CO CERAMICS COMPANY - DU-CO CERAMICS COMPANY PROFIT SHARING PLAN (2020) Form 5500
Creator: DU-CO CERAMICS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DU-CO CERAMICS COMPANY PROFIT SHARING PLAN, DU-CO CERAMICS COMPANY

DU-CO CERAMICS COMPANYEIN 25-1031756Plan #001PY 2020

155 SOUTH REBECCA STREET, PO BOX 568 - SAXONBURG, PA 16056724-352-1511du-co.comLinkedIn51-200 employeesglass, ceramics & concrete

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.7M

+12.1% from 2019

Total participants

+2.2% from 2019

Average account balance

$91,945

+9.5% from 2019

Annual return

17.25%

-4.04 pp from 2019

Benchmarks

See 14,882 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,882 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.89M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

121.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$256K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17723

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$686K

$10559 / participant

Other / not subdivided$686K100.0%

% of EOY assets

8.887%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,945

$78,425+17.2%

$95,956-4.2%

$79,858+15.1%

Participation rate

86.2%

73.5%+12.7pp

77.1%+9.1pp

69.6%+16.5pp

Annual return

17.25%

19.37%-2.1pp

91.63%-74.4pp

31.72%-14.5pp

Employer contribution / active EE

$2,704

$1,945+39.0%

$2,541+6.4%

$2,471+9.4%

Participant deferral / active EE

$2,421

$3,440-29.6%

$4,167-41.9%

$3,740-35.3%

Admin fee / account holder

$8,171

$5,622+45.3%

$6,797+20.2%

$5,306+54.0%

DU-CO CERAMICS COMPANY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DU-CO CERAMICS COMPANY PROFIT SHARING 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