Retirement plan

DAYTON SUPERIOR CORPORATION SAVINGS PLAN

Name: DAYTON SUPERIOR CORPORATION - DAYTON SUPERIOR CORPORATION SAVINGS PLAN (2020) Form 5500
Creator: DAYTON SUPERIOR CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAYTON SUPERIOR CORPORATION SAVINGS PLAN, DAYTON SUPERIOR CORPORATION

DAYTON SUPERIOR CORPORATIONEIN 31-0676346Plan #014PY 2020

1125 BYERS ROAD - MIAMISBURG, OH 45342937-866-0711daytonsuperior.comLinkedIn1001-5000 employeesconstruction

Other plans on this EIN

1 filing

#177Retirement-$30.3M assets

Prospect flagsLow participationLow employer contribution

Top hat statement on fileNQDC

Filed February 28, 1996

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$94.4M

-2.5% from 2019

Total participants

1,445

-7.5% from 2019

Average account balance

$103,353

+6.3% from 2019

Annual return

14.25%

-7.69 pp from 2019

Benchmarks

See 764 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort764 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-73.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 5 by compensation

Provider	Service type	Compensation
HIGHLAND CONSULTING ASSOCIATES4 years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145	Consulting	$60,633
THOMPSON HINE3 years Service code 29 1919 M STREET NW · WASHINGTON, DC 20036	Legal	$19,351
FLAGEL HUBER FLAGEL6+ years Service code 10 3400 SOUTH DIXIE DRIVE · DAYTON, OH 45439	Accounting	$19,125
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$16,315
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105	Direct payment from the plan; Securit...	$5

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$115K

$108 / participant

Other / not subdivided$115K100.0%

% of EOY assets

0.122%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FLAGEL HUBER FLAGEL
Auditor EIN: 310796034
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$103,353

$176,491-41.4%

$95,952+7.7%

$90,288+14.5%

Participation rate

50.4%

86.6%-36.2pp

77.1%-26.7pp

73.4%-22.9pp

Annual return

14.25%

20.14%-5.9pp

91.61%-77.4pp

53.97%-39.7pp

Employer contribution / active EE

$327

$2,789-88.3%

$2,541-87.1%

$2,524-87.0%

Participant deferral / active EE

$3,206

$5,340-40.0%

$4,167-23.1%

$4,232-24.3%

Admin fee / account holder

$126

$154-17.9%

$6,795-98.1%

$114+10.9%

Provider

Service type

Compensation

HIGHLAND CONSULTING ASSOCIATES4 years

Filed as: HIGHLAND CONSULTING ASSOCIATES INC

Service code 16

159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145

Consulting

$60,633

THOMPSON HINE3 years

Service code 29

1919 M STREET NW · WASHINGTON, DC 20036

Legal

$19,351

FLAGEL HUBER FLAGEL6+ years

Service code 10

3400 SOUTH DIXIE DRIVE · DAYTON, OH 45439

Accounting

$19,125

T ROWE PRICE RPS INC6+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$16,315

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO. INC.

Service code 33

211 MAIN STREET · SAN FRANCISCO, CA 94105

Direct payment from the plan; Securit...

DAYTON SUPERIOR CORPORATION SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAYTON SUPERIOR CORPORATION SAVINGS PLAN

Top hat statement on fileNQDC

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