Retirement plan

DAYTON GARDEN LABELS 401(K) PLAN

Name: DAYTON FRUIT TREE LABEL - DAYTON GARDEN LABELS 401(K) PLAN (2019) Form 5500
Creator: DAYTON FRUIT TREE LABEL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAYTON GARDEN LABELS 401(K) PLAN, DAYTON FRUIT TREE LABEL

DAYTON FRUIT TREE LABELEIN 31-0624879Plan #001PY 2019

1225 RAY STREET - DAYTON, OH 45404937-223-4650

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$320K

+30.3% from 2018

Total participants

+16.7% from 2018

Average account balance

$45,705

+11.7% from 2018

Annual return

9.40%

+10.76 pp from 2018

Benchmarks

See 5,379 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,379 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$609K

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$813

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 codes2E2F2G2J3D

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.
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

$120

$24 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.038%

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

$45,705

$142,430-67.9%

$115,170-60.3%

$152,885-70.1%

Participation rate

100.0%

82.4%+17.6pp

75.9%+24.1pp

82.5%+17.5pp

Annual return

9.40%

41.48%-32.1pp

35.60%-26.2pp

345.39%-336.0pp

Employer contribution / active EE

$1,803

$4,011-55.0%

$3,179-43.3%

$4,763-62.1%

Participant deferral / active EE

$8,475

$5,165+64.1%

$4,169+103.3%

$5,851+44.9%

Admin fee / account holder

$17

$8,464-99.8%

$7,089-99.8%

$11,598-99.9%

DAYTON GARDEN LABELS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAYTON GARDEN LABELS 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