Retirement plan

DALTON & HANNA, LTD. PROFIT-SHARING/401(K) PLAN AND TRUST

Name: DALTON & HANNA, LTD. - DALTON & HANNA, LTD. PROFIT-SHARING/401(K) PLAN AND TRUST (2018) Form 5500
Creator: DALTON & HANNA, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DALTON & HANNA, LTD. PROFIT-SHARING/401(K) PLAN AND TRUST, DALTON & HANNA, LTD.

DALTON & HANNA, LTD.EIN 27-4201167Plan #002PY 2018

1529 OAK HILL ROAD - WOOSTER, OH 44691330-262-0826LinkedIn1-10 employeesoil & energy

Other plans on this EIN

1 filing

#001Retirement-$2.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$539K

+11.3% from 2017

Total participants

-20.0% from 2017

Average account balance

$134,676

+39.1% from 2017

Annual return

-6.47%

-7.17 pp from 2017

Benchmarks

See 1,803 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,803 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$343K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+11.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20028

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 codes2E2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$7K

$1820 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.351%

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

$134,676

$147,167-8.5%

$111,392+20.9%

$135,380-0.5%

Participation rate

100.0%

84.0%+16.0pp

78.9%+21.1pp

82.6%+17.4pp

Annual return

-6.47%

-4.44%-2.0pp

-2.06%-4.4pp

519.81%-526.3pp

Employer contribution / active EE

$9,502

$5,204+82.6%

$4,328+119.5%

$4,779+98.8%

Participant deferral / active EE

$13,500

$6,565+105.6%

$5,567+142.5%

$5,609+140.7%

Admin fee / account holder

$1,820

$20,270-91.0%

$12,266-85.2%

$10,828-83.2%

DALTON & HANNA, LTD. PROFIT-SHARING/401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DALTON & HANNA, LTD. PROFIT-SHARING/401(K) 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