Retirement plan

DREXEL BUILDING SUPPLY, INC. 401(K) PLAN

Name: DREXEL BUILDING SUPPLY, INC - DREXEL BUILDING SUPPLY, INC. 401(K) PLAN (2016) Form 5500
Creator: DREXEL BUILDING SUPPLY, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DREXEL BUILDING SUPPLY, INC. 401(K) PLAN, DREXEL BUILDING SUPPLY, INC

DREXEL BUILDING SUPPLY, INCEIN 27-1454029Plan #001PY 2016

227 WEST MAIN STREET - CAMPBELLSPORT, WI 530102707920-533-4412drexelteam.comLinkedIn501-1000 employeesbuilding materials

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.7M

+26.0% from 2015

Total participants

231

+12.1% from 2015

Average account balance

$37,955

+12.8% from 2015

Annual return

10.98%

+9.63 pp from 2015

Benchmarks

See 2,356 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,356 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.12M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

570

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.

80.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.49M

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

+16.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
COE ADMINISTRATORS, LLC2+ years Filed as: COE ADMINISTRATORS LLC Service code 13 2450 WITZEL AVENUE · OSHKOSH, WI 54904	Contract Administrator	$0
PACKERLAND BROKERAGE SERVICES2+ years Service code 55 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313	Other Commissions	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$14K

$65 / participant

Contract admin$650.5%
Other / not subdivided$14K99.5%

% of EOY assets

0.156%

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: BAKER TILLY VIRCHOW KRAUSE LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,955

$42,546-10.8%

$71,796-47.1%

$55,167-31.2%

Participation rate

99.5%

59.1%+40.4pp

69.1%+30.4pp

69.0%+30.5pp

Annual return

10.98%

12.36%-1.4pp

78.04%-67.1pp

169.23%-158.3pp

Employer contribution / active EE

$2,158

$803+168.6%

$1,924+12.1%

$1,963+9.9%

Participant deferral / active EE

$3,805

$2,064+84.3%

$2,794+36.2%

$3,054+24.6%

Admin fee / account holder

$59

$650-90.9%

$4,815-98.8%

$504-88.3%

Provider

Service type

Compensation

COE ADMINISTRATORS, LLC2+ years

Filed as: COE ADMINISTRATORS LLC

Service code 13

2450 WITZEL AVENUE · OSHKOSH, WI 54904

Contract Administrator

PACKERLAND BROKERAGE SERVICES2+ years

Service code 55

432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313

Other Commissions

DREXEL BUILDING SUPPLY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DREXEL BUILDING SUPPLY, INC. 401(K) 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