Retirement plan

D/C EXPORT & DOMESTIC PACKING, INC. PROFIT SHARING PLAN & TRUST

Name: D/C EXPORT & DOMESTIC PACKING, INC. - D/C EXPORT & DOMESTIC PACKING, INC. PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: D/C EXPORT & DOMESTIC PACKING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D/C EXPORT & DOMESTIC PACKING, INC. PROFIT SHARING PLAN & TRUST, D/C EXPORT & DOMESTIC PACKING, INC.

D/C EXPORT & DOMESTIC PACKING, INC.EIN 36-2801417Plan #001PY 2017

1300 E. DEVON AVE. - ELK GROVE VILLAGE, IL 60007847-593-4200

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$3.3M

+15.3% from 2016

Total participants

-1.9% from 2016

Average account balance

$65,034

+13.1% from 2016

Annual return

12.15%

+12.76 pp from 2016

Benchmarks

See 3,497 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,497 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D3H2T

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$15K

$429 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.440%

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

$65,034

$52,580+23.7%

$71,671-9.3%

$70,126-7.3%

Participation rate

97.1%

60.9%+36.2pp

68.7%+28.3pp

69.5%+27.5pp

Annual return

12.15%

20.25%-8.1pp

20.65%-8.5pp

73.15%-61.0pp

Employer contribution / active EE

$706

$1,616-56.3%

$2,460-71.3%

$2,343-69.9%

Participant deferral / active EE

$2,352

$2,386-1.4%

$3,438-31.6%

$3,332-29.4%

Admin fee / account holder

$286

$3,653-92.2%

$5,558-94.9%

$4,645-93.8%

D/C EXPORT & DOMESTIC PACKING, INC. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D/C EXPORT & DOMESTIC PACKING, INC. PROFIT SHARING 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