Retirement plan

401K SAVINGS PLAN FOR EMPLOYEES OF THE DISPATCH PRINTING COMPANY AND ASSOCIATED EMPLOYERS

Name: THE DISPATCH PRINTING COMPANY - 401K SAVINGS PLAN FOR EMPLOYEES OF THE DISPATCH PRINTING COMPANY AND ASSOCIATED EMPLOYERS (2016) Form 5500
Creator: THE DISPATCH PRINTING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401K SAVINGS PLAN FOR EMPLOYEES OF THE DISPATCH PRINTING COMPANY AND ASSOCIATED EMPLOYERS, THE DISPATCH PRINTING COMPANY

THE DISPATCH PRINTING COMPANYEIN 31-4166990Plan #334PY 2016

34 SOUTH THIRD ST - COLUMBUS, OH 43215614-461-5032

Other plans on this EIN

2 filings

#333Retirement-$233.2M assets #014Retirement-$702K assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed March 6, 2005

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$119.4M

-0.8% from 2015

Total participants

1,061

-3.6% from 2015

Average account balance

$112,514

+2.9% from 2015

Annual return

6.83%

+4.47 pp from 2015

Benchmarks

See 503 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort503 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$60.83M

Not enough data

1 years with asset history on file

Average account balance

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

$239K

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.

255

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$533K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+16.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-46

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

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Service code 12 · EIN 13-3689044	Direct payment from the plan; Partici...	$46,426
GBQ PARTNERS2+ years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 22-2122306	Accounting	$6,136
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618	Securities brokerage; Securities brok...	$0
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$53K

$131 / participant

Other / not subdivided$53K100.0%

% of EOY assets

0.044%

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: GBQ PARTNERS LLC
Auditor EIN: 202122306
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,514

$56,640+98.6%

$80,977+38.9%

$57,658+95.1%

Participation rate

100.0%

75.9%+24.1pp

75.8%+24.2pp

70.2%+29.8pp

Annual return

6.83%

19.97%-13.1pp

17.11%-10.3pp

5.13%+1.7pp

Employer contribution / active EE

$4,635

$2,085+122.3%

$3,715+24.8%

$1,974+134.8%

Participant deferral / active EE

$7,470

$4,944+51.1%

$5,696+31.1%

$3,061+144.1%

Admin fee / account holder

$50

$87-43.1%

$5,517-99.1%

$95-47.6%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Service code 12 · EIN 13-3689044

Direct payment from the plan; Partici...

$46,426

GBQ PARTNERS2+ years

Filed as: GBQ PARTNERS LLC

Service code 10 · EIN 22-2122306

Accounting

$6,136

MID ATLANTIC CAPITAL CORPORATION2+ years

Service code 33 · EIN 25-1409618

Securities brokerage; Securities brok...

NATIONAL FINANCIAL SERVICES2+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

401K SAVINGS PLAN FOR EMPLOYEES OF THE DISPATCH PRINTING COMPANY AND ASSOCIATED EMPLOYERS

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401K SAVINGS PLAN FOR EMPLOYEES OF THE DISPATCH PRINTING COMPANY AND ASSOCIATED EMPLOYERS

Top hat statement on fileNQDC

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