Retirement plan

FENNER DUNLOP AMERICAS, INC. MONEY PURCHASE PENSION PLAN FOR HOURLY-RATE EMPLOYEES REPRESENTED BY COLLECTIVE BARGAINING AGREEMENT

Name: FENNER DUNLOP PORT CLINTON, INC. - FENNER DUNLOP AMERICAS, INC. MONEY PURCHASE PENSION PLAN FOR HOURLY-RATE EMPLOYEES REPRESENTED BY COLLECTIVE BARGAINING AGREEMENT (2019) Form 5500
Creator: FENNER DUNLOP PORT CLINTON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FENNER DUNLOP AMERICAS, INC. MONEY PURCHASE PENSION PLAN FOR HOURLY-RATE EMPLOYEES REPRESENTED BY COLLECTIVE BARGAINING AGREEMENT, FENNER DUNLOP PORT CLINTON, INC.

FENNER DUNLOP PORT CLINTON, INC.EIN 31-1151108Plan #004PY 2019

1000 OMEGA DR, SUITE 1400 - PITTSBURGH, PA 15205412-249-0700

Other plans on this EIN

1 filing

#005Retirement-$173K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.8M

+11.9% from 2018

Total participants

109

-1.8% from 2018

Average account balance

$54,151

+16.1% from 2018

Annual return

19.16%

+23.43 pp from 2018

Benchmarks

See 2,444 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,444 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.49M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

110.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

+12.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8270

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

Top 1 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393	Recordkeeping	$24,648

Plan features & details

Pension benefit codes2C3D2F2G2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

$25K

$342 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.425%

all-in expense ratio

Categories reported

0 / 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: GROSSMAN, YANAK & FORD LLP
Auditor EIN: 251638525
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,151

$58,391-7.3%

$76,657-29.4%

$72,975-25.8%

Participation rate

97.2%

67.4%+29.9pp

72.1%+25.1pp

69.5%+27.7pp

Annual return

19.16%

2306.65%-2287.5pp

1166.74%-1147.6pp

81.01%-61.9pp

Employer contribution / active EE

$1,615

$1,787-9.6%

$2,303-29.8%

$2,440-33.8%

Participant deferral / active EE

$2,690-100.0%

$3,335-100.0%

$3,608-100.0%

Admin fee / account holder

$230

$4,014-94.3%

$6,423-96.4%

$5,124-95.5%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.5+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$24,648

FENNER DUNLOP AMERICAS, INC. MONEY PURCHASE PENSION PLAN FOR HOURLY-RATE EMPLOYEES REPRESENTED BY COLLECTIVE BARGAINING AGREEMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FENNER DUNLOP AMERICAS, INC. MONEY PURCHASE PENSION PLAN FOR HOURLY-RATE EMPLOYEES REPRESENTED BY COLLECTIVE BARGAINING AGREEMENT

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