Retirement plan

EMPLOYEE BENEFIT PLAN OF DAYTON RELIABLE AIR FILTER SERVICE INC

Name: DAYTON RELIABLE AIR FILTER SERVICE INC - EMPLOYEE BENEFIT PLAN OF DAYTON RELIABLE AIR FILTER SERVICE INC (2017) Form 5500
Creator: DAYTON RELIABLE AIR FILTER SERVICE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF DAYTON RELIABLE AIR FILTER SERVICE INC, DAYTON RELIABLE AIR FILTER SERVICE INC

DAYTON RELIABLE AIR FILTER SERVICE INCEIN 31-1445761Plan #001PY 2017

2294 N MORAINE DR - MORAINE, OH 454391508937-293-4611reliablefilter.comLinkedIn11-50 employeesmachinery

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+18.9% from 2016

Total participants

-5.7% from 2016

Average account balance

$90,689

+12.3% from 2016

Annual return

12.87%

+6.47 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.30M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

89.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$119K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes2F2T3D

Plan features

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).
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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$184

$6 / participant

Other / not subdivided$184100.0%

% of EOY assets

0.011%

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

$90,689

$53,128+70.7%

$86,582+4.7%

$70,126+29.3%

Participation rate

48.3%

65.3%-17.0pp

73.5%-25.3pp

69.5%-21.3pp

Annual return

12.87%

27.66%-14.8pp

965.08%-952.2pp

73.15%-60.3pp

Employer contribution / active EE

$964

$2,068-53.4%

$2,839-66.0%

$2,343-58.8%

Participant deferral / active EE

$1,871

$2,695-30.6%

$3,609-48.1%

$3,332-43.8%

Admin fee / account holder

$10

$3,584-99.7%

$4,904-99.8%

$4,645-99.8%

EMPLOYEE BENEFIT PLAN OF DAYTON RELIABLE AIR FILTER SERVICE INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF DAYTON RELIABLE AIR FILTER SERVICE INC

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