Retirement plan

DIRECT IMAGE COPY SYSTEMS, INC. PROFIT SHARING PLAN

Name: DIRECT IMAGE COPY SYSTEMS, INC. - DIRECT IMAGE COPY SYSTEMS, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: DIRECT IMAGE COPY SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIRECT IMAGE COPY SYSTEMS, INC. PROFIT SHARING PLAN, DIRECT IMAGE COPY SYSTEMS, INC.

DIRECT IMAGE COPY SYSTEMS, INC.EIN 25-1492417Plan #002PY 2019

1054 BUTLER AVENUE - NEW CASTLE, PA 161014247724-654-0218directimageonline.comLinkedIn1-10 employeesprinting

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$609K

+9.2% from 2018

Total participants

-9.1% from 2018

Average account balance

$60,893

+9.2% from 2018

Annual return

2.85%

-6.19 pp from 2018

Benchmarks

See 7,789 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,789 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$973K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$885

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$15K

$1477 / participant

Other / not subdivided$15K100.0%

% of EOY assets

2.426%

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

$60,893

$117,433-48.1%

$99,475-38.8%

$152,897-60.2%

Participation rate

100.0%

77.5%+22.5pp

73.8%+26.2pp

82.5%+17.5pp

Annual return

2.85%

31.87%-29.0pp

30.72%-27.9pp

345.43%-342.6pp

Employer contribution / active EE

$5,000

$3,013+65.9%

$2,540+96.8%

$4,764+5.0%

Participant deferral / active EE

$4,086-100.0%

$3,619-100.0%

$5,851-100.0%

Admin fee / account holder

$1,477

$7,634-80.6%

$6,252-76.4%

$11,599-87.3%

DIRECT IMAGE COPY SYSTEMS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIRECT IMAGE COPY SYSTEMS, INC. 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