Retirement plan

DMAX HOURLY EMPLOYEE PERSONAL SAVINGS PLAN

Name: DMAX, LTD. - DMAX HOURLY EMPLOYEE PERSONAL SAVINGS PLAN (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement-$19.1M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$48.4M

+20.4% from 2016

Total participants

766

+23.2% from 2016

Average account balance

$64,767

-0.4% from 2016

Annual return

15.00%

+9.60 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$56,342
HIGHLAND CONSULTING ASSOCIATES1 year Service code 27 · EIN 34-1753575	Advisory (Plan)	$25,119
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$9,311

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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$91K

$134 / participant

Investment mgmt$9K10.3%
Other / not subdivided$81K89.7%

% of EOY assets

0.188%

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

$64,767

$69,305-6.5%

$82,312-21.3%

$69,631-7.0%

Participation rate

97.2%

80.3%+16.9pp

76.9%+20.3pp

70.7%+26.5pp

Annual return

15.00%

21.47%-6.5pp

25.88%-10.9pp

27571.02%-27556.0pp

Employer contribution / active EE

$2,826

$1,887+49.8%

$2,428+16.4%

$2,032+39.1%

Participant deferral / active EE

$3,031

$3,568-15.1%

$3,706-18.2%

$3,224-6.0%

Admin fee / account holder

$122

$97+25.0%

$5,608-97.8%

$110+10.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$56,342

HIGHLAND CONSULTING ASSOCIATES1 year

Service code 27 · EIN 34-1753575

Advisory (Plan)

$25,119

STRATEGIC ADVISORS, INC.2 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$9,311

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