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. (2018) 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, INC.EIN 31-1445761Plan #001PY 2018

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

-0.3% from 2017

Total participants

-6.1% from 2017

Average account balance

$95,726

+5.6% from 2017

Annual return

-5.30%

-18.18 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

$4K

$138 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.238%

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

$95,726

$49,177+94.7%

$79,466+20.5%

$64,173+49.2%

Participation rate

50.0%

65.0%-15.0pp

73.3%-23.3pp

69.6%-19.6pp

Annual return

-5.30%

-1.16%-4.1pp

718.28%-723.6pp

7.63%-12.9pp

Employer contribution / active EE

$1,020

$2,076-50.9%

$2,800-63.6%

$2,381-57.2%

Participant deferral / active EE

$2,022

$2,821-28.3%

$3,704-45.4%

$3,470-41.7%

Admin fee / account holder

$228

$3,839-94.1%

$5,104-95.5%

$4,887-95.3%

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