Retirement plan

THIRD DIMENSION, INC. 401(K) PROFIT SHARING PLAN

Name: THIRD DIMENSION, INC. - THIRD DIMENSION, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: THIRD DIMENSION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THIRD DIMENSION, INC. 401(K) PROFIT SHARING PLAN, THIRD DIMENSION, INC.

THIRD DIMENSION, INC.EIN 34-1444149Plan #001PY 2019

633 PLEASANT AVENUE - GENEVA, OH 44041440-466-4040thirdinc.comLinkedIn501-1000 employeespackaging and containers

Prospect flagsLow assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$1.8M

+54.3% from 2018

Total participants

154

+10.8% from 2018

Average account balance

$13,244

+39.8% from 2018

Annual return

27.06%

+31.47 pp from 2018

Benchmarks

See 5,807 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,807 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.04M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

197

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.

86.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$579K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

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).
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$625

$8 / participant

Contract admin$625100.0%

% of EOY assets

0.034%

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: SNODGRASS OF N.E. OHIO INC.
Auditor EIN: 463004069
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,244

$76,371-82.7%

$93,621-85.9%

$72,975-81.9%

Participation rate

81.0%

71.8%+9.3pp

75.8%+5.2pp

69.5%+11.5pp

Annual return

27.06%

25.82%+1.2pp

32.76%-5.7pp

81.01%-53.9pp

Employer contribution / active EE

$2,058

$2,276-9.6%

$2,719-24.3%

$2,440-15.7%

Participant deferral / active EE

$2,890

$3,538-18.3%

$4,070-29.0%

$3,608-19.9%

Admin fee / account holder

$6,839-99.9%

$7,890-99.9%

$5,124-99.9%

THIRD DIMENSION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THIRD DIMENSION, INC. 401(K) PROFIT SHARING 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