Retirement plan

DMAX HOURLY EMPLOYEE PERSONAL SAVINGS PLAN

Name: DMAX, LTD. - DMAX HOURLY EMPLOYEE PERSONAL SAVINGS PLAN (2016) Form 5500
Creator: DMAX, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DMAX HOURLY EMPLOYEE PERSONAL SAVINGS PLAN, DMAX, LTD.

DMAX, LTD.EIN 31-1624971Plan #002PY 2016

3100 DRYDEN ROAD - DAYTON, OH 45439937-425-9739

Other plans on this EIN

1 filing

#001Retirement-$16.9M assets

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$40.2M

+8.2% from 2015

Total participants

622

+16.9% from 2015

Average account balance

$65,033

-7.3% from 2015

Annual return

5.40%

+6.52 pp from 2015

Benchmarks

See 2,356 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,356 peers

Snapshot2016

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

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

$3.77M

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

-103.97%

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 37 · EIN 04-2647786	Loan Processing	$40,027
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$5,528

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$46K

$87 / participant

Investment mgmt$6K12.1%
Other / not subdivided$40K87.9%

% of EOY assets

0.113%

all-in expense ratio

Categories reported

1 / 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: DELOITTE & TOUCHE LLP
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,033

$63,905+1.8%

$74,184-12.3%

$57,658+12.8%

Participation rate

99.2%

79.8%+19.5pp

76.6%+22.6pp

70.2%+29.0pp

Annual return

5.40%

60.60%-55.2pp

17.74%-12.3pp

5.13%+0.3pp

Employer contribution / active EE

$3,325

$1,840+80.7%

$2,370+40.3%

$1,974+68.5%

Participant deferral / active EE

$3,805

$3,448+10.3%

$3,550+7.2%

$3,061+24.3%

Admin fee / account holder

$74

$91-19.1%

$5,586-98.7%

$95-22.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 37 · EIN 04-2647786

Loan Processing

$40,027

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$5,528

DMAX HOURLY EMPLOYEE PERSONAL SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DMAX HOURLY EMPLOYEE PERSONAL SAVINGS 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