Retirement plan

U. S. DIGITAL CORP. PROFIT SHARING RETIREMENT PLAN

Name: U.S. DIGITAL CORPORATION - U. S. DIGITAL CORP. PROFIT SHARING RETIREMENT PLAN (2016) Form 5500
Creator: U.S. DIGITAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, U. S. DIGITAL CORP. PROFIT SHARING RETIREMENT PLAN, U.S. DIGITAL CORPORATION

U.S. DIGITAL CORPORATIONEIN 33-0127603Plan #001PY 2016

1400 NE 136TH AVENUE - VANCOUVER, WA 98684360-260-2468

Prospect flagsRecently reached 100 employeesCorrective distributions

How to read this page

Total assets (EOY)

$8.9M

No prior year

Total participants

142

No prior year

Average account balance

$71,195

No prior year

Annual return

32.63%

No prior year

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$22.68M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

120

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.

90.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$325

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 1 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576	Claims processing; Recordkeeping and ...	$22,034

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
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.
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

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$17K

$137 / participant

Contract admin$17K100.0%

% of EOY assets

0.191%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,195

$60,165+18.3%

$74,183-4.0%

$55,167+29.1%

Participation rate

86.3%

74.2%+12.1pp

76.6%+9.7pp

69.0%+17.3pp

Annual return

32.63%

10.00%+22.6pp

17.74%+14.9pp

169.23%-136.6pp

Employer contribution / active EE

$2,598

$1,600+62.4%

$2,370+9.6%

$1,963+32.4%

Participant deferral / active EE

$4,129

$2,973+38.9%

$3,550+16.3%

$3,054+35.2%

Admin fee / account holder

$136

$419-67.5%

$5,586-97.6%

$504-73.0%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP1+ years

Service code 12 · EIN 93-1253576

Claims processing; Recordkeeping and ...

$22,034

U. S. DIGITAL CORP. PROFIT SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

U. S. DIGITAL CORP. PROFIT SHARING RETIREMENT 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