Retirement plan

DYNAMIC RESOURCE GROUP EMPLOYEES RETIREMENT PLAN & TRUST

Name: DYNAMIC RESOURCE GROUP - DYNAMIC RESOURCE GROUP EMPLOYEES RETIREMENT PLAN & TRUST (2016) Form 5500
Creator: DYNAMIC RESOURCE GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DYNAMIC RESOURCE GROUP EMPLOYEES RETIREMENT PLAN & TRUST, DYNAMIC RESOURCE GROUP

DYNAMIC RESOURCE GROUPEIN 35-0286750Plan #002PY 2016

306 EAST PARR ROAD - BERNE, IN 46711260-589-4000drgnetwork.comLinkedIn51-200 employeesconsumer goods

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$24.4M

+8.4% from 2015

Total participants

563

-9.8% from 2015

Average account balance

$63,297

+18.8% from 2015

Annual return

8.01%

+7.80 pp from 2015

Benchmarks

See 2,524 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,524 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.43M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

356

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.

52.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.69M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57

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

Top 1 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH2+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$1,325

Plan features & details

Pension benefit codes2E2F2G2J2R2T3F

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

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

$6K

$15 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.026%

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: HAINES, ISENBARGER & SKIBA, LLC
Auditor EIN: 522127371
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,297

$80,177-21.1%

$123,894-48.9%

$57,658+9.8%

Participation rate

58.8%

74.4%-15.6pp

81.4%-22.6pp

70.2%-11.4pp

Annual return

8.01%

17.90%-9.9pp

47.52%-39.5pp

5.13%+2.9pp

Employer contribution / active EE

$1,344

$2,913-53.9%

$4,617-70.9%

$1,974-31.9%

Participant deferral / active EE

$2,049

$5,130-60.1%

$5,984-65.8%

$3,061-33.0%

Admin fee / account holder

$16

$106-84.5%

$8,357-99.8%

$95-82.6%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH2+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$1,325

DYNAMIC RESOURCE GROUP EMPLOYEES RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DYNAMIC RESOURCE GROUP EMPLOYEES RETIREMENT PLAN & TRUST

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