Retirement plan

C.H. DEAN, LLC PROFIT SHARING PLAN

Name: C.H. DEAN, LLC - C.H. DEAN, LLC PROFIT SHARING PLAN (2017) Form 5500
Creator: C.H. DEAN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.H. DEAN, LLC PROFIT SHARING PLAN, C.H. DEAN, LLC

C.H. DEAN, LLCEIN 31-0861689Plan #003PY 2017

3500 PENTAGON BOULEVARD, SUITE 200 - BEAVERCREEK, OH 45431937-222-9531chdean.comLinkedIn11-50 employeesfinancial services

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$15.2M

+13.1% from 2016

Total participants

-2.1% from 2016

Average account balance

$329,886

+15.5% from 2016

Annual return

11.07%

-9.70 pp from 2016

Benchmarks

See 7,574 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,574 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.77M

Not enough data

1 years with asset history on file

Average account balance

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

$758K

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.

147.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$521K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+9.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6789

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 codes2E2F2H2J2T3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

3 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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$125K

$4467 / participant

Other / not subdivided$125K100.0%

% of EOY assets

0.824%

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

$329,886

$100,060+229.7%

$149,721+120.3%

$70,126+370.4%

Participation rate

100.0%

83.6%+16.4pp

87.1%+12.9pp

69.5%+30.5pp

Annual return

11.07%

27.46%-16.4pp

1501.67%-1490.6pp

73.15%-62.1pp

Employer contribution / active EE

$3,712

$3,661+1.4%

$5,444-31.8%

$2,343+58.5%

Participant deferral / active EE

$10,394

$4,982+108.6%

$6,568+58.2%

$3,332+212.0%

Admin fee / account holder

$2,719

$8,285-67.2%

$11,282-75.9%

$4,645-41.5%

C.H. DEAN, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.H. DEAN, LLC 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