Retirement plan

D.S.E., INC. PROFIT SHARING PLAN AND TRUST

Name: D.S.E., INC. D/B/A SCREEN TECH DESIGNS - D.S.E., INC. PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: D.S.E., INC. D/B/A SCREEN TECH DESIGNS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D.S.E., INC. PROFIT SHARING PLAN AND TRUST, D.S.E., INC. D/B/A SCREEN TECH DESIGNS

D.S.E., INC. D/B/A SCREEN TECH DESIGNSEIN 35-1613370Plan #001PY 2020

2651 CESSNA DRIVE - COLUMBUS, IN 472031877812-376-0310LinkedIn11-50 employeescomputer hardware

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$519K

+19.9% from 2019

Total participants

-4.3% from 2019

Average account balance

$23,593

+25.3% from 2019

Annual return

11.53%

-7.53 pp from 2019

Benchmarks

See 21,449 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,449 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$968K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

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

+19.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$767

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

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$14K

$866 / participant

Other / not subdivided$14K100.0%

% of EOY assets

2.671%

all-in expense ratio

Categories reported

0 / 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

$23,593

$112,121-79.0%

$95,960-75.4%

$158,966-85.2%

Participation rate

100.0%

79.0%+21.0pp

77.1%+22.9pp

82.0%+18.0pp

Annual return

11.53%

171.16%-159.6pp

91.63%-80.1pp

302.95%-291.4pp

Employer contribution / active EE

$3,125

$3,199-2.3%

$2,541+23.0%

$4,762-34.4%

Participant deferral / active EE

$4,784-100.0%

$4,167-100.0%

$5,983-100.0%

Admin fee / account holder

$630

$10,135-93.8%

$6,797-90.7%

$11,250-94.4%

D.S.E., INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D.S.E., INC. PROFIT SHARING PLAN AND 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