Retirement plan

DATATRONICS RETIREMENT PLAN

Name: DATATRONICS ROMOLAND, INC. - DATATRONICS RETIREMENT PLAN (2018) Form 5500
Creator: DATATRONICS ROMOLAND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DATATRONICS RETIREMENT PLAN, DATATRONICS ROMOLAND, INC.

DATATRONICS ROMOLAND, INC.EIN 33-0336901Plan #002PY 2018

28151 HIGHWAY 74 - ROMOLAND, CA 92585909-928-7700

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$4.4M

-20.7% from 2017

Total participants

-12.3% from 2017

Average account balance

$63,814

-9.2% from 2017

Annual return

-2.01%

-13.71 pp from 2017

Benchmarks

See 14,948 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,948 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.69M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

98.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$477K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6991

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 10 of 14 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$10,164
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315	Indirect Investment Fees	$0
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL2 years Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-2745039	Indirect Investment Fees	$0
HARRIS2 years Service code 52 · EIN 52-2257782	Indirect Investment Fees	$0
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862	Indirect Investment Fees	$0
OPPENHEIMER2 years Service code 52 · EIN 93-1036175	Indirect Investment Fees	$0
PIONEER2 years Service code 52 · EIN 13-5657669	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D2T

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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$10K

$152 / participant

Investment mgmt$7K68.7%
Contract admin$3K31.3%

% of EOY assets

0.231%

all-in expense ratio

Categories reported

2 / 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

$63,814

$62,583+2.0%

$76,767-16.9%

$64,173-0.6%

Participation rate

64.2%

72.8%-8.6pp

77.0%-12.8pp

69.6%-5.4pp

Annual return

-2.01%

-1.95%-0.1pp

2.43%-4.4pp

7.63%-9.6pp

Employer contribution / active EE

$2,085

$1,832+13.8%

$2,485-16.1%

$2,381-12.4%

Participant deferral / active EE

$3,670

$3,145+16.7%

$3,852-4.7%

$3,470+5.8%

Admin fee / account holder

$147

$4,667-96.8%

$6,675-97.8%

$4,887-97.0%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$10,164

AMERICAN CENTURY2 years

Service code 52 · EIN 44-6006315

Indirect Investment Fees

AMERICAN FUNDS2 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Filed as: FIDELITY ADVISOR

Service code 52 · EIN 04-3335387

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Service code 52 · EIN 59-2745039

Indirect Investment Fees

HARRIS2 years

Service code 52 · EIN 52-2257782

Indirect Investment Fees

JANUS HENDERSON2 years

Service code 52 · EIN 84-0592523

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT2 years

Service code 52 · EIN 04-3158862

Indirect Investment Fees

OPPENHEIMER2 years

Service code 52 · EIN 93-1036175

Indirect Investment Fees

PIONEER2 years

Service code 52 · EIN 13-5657669

Indirect Investment Fees

DATATRONICS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DATATRONICS 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