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 (2019) 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 2019

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

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4M

+7.2% from 2018

Total participants

-12.3% from 2018

Average account balance

$80,076

+22.2% from 2018

Annual return

4.53%

-4.33 pp from 2018

Benchmarks

See 3,673 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,673 peers

Snapshot2019

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 codes2E2F2G2J2T3D3H

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

3 tripped

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

$41K

$933 / participant

Other / not subdivided$41K100.0%

% of EOY assets

1.025%

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

$80,076

$55,684+43.8%

$75,900+5.5%

$72,976+9.7%

Participation rate

100.0%

61.1%+38.9pp

69.3%+30.7pp

69.5%+30.5pp

Annual return

4.53%

27.60%-23.1pp

30.73%-26.2pp

81.02%-76.5pp

Employer contribution / active EE

$545

$1,687-67.7%

$2,501-78.2%

$2,440-77.6%

Participant deferral / active EE

$2,247

$2,634-14.7%

$3,604-37.6%

$3,608-37.7%

Admin fee / account holder

$821

$3,981-79.4%

$5,421-84.9%

$5,124-84.0%

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