Retirement plan

DRI-STICK DECAL CORPORATION PROFIT SHARING PLAN

Name: DRI-STICK DECAL CORPORATION - DRI-STICK DECAL CORPORATION PROFIT SHARING PLAN (2020) Form 5500
Creator: DRI-STICK DECAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DRI-STICK DECAL CORPORATION PROFIT SHARING PLAN, DRI-STICK DECAL CORPORATION

DRI-STICK DECAL CORPORATIONEIN 36-3096498Plan #001PY 2020

700 PHOENIX LAKE AVE - STREAMWOOD, IL 60107630-483-4321

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.3M

+3.6% from 2019

Total participants

0.0% from 2019

Average account balance

$43,597

-4.7% from 2019

Annual return

6.48%

-4.21 pp from 2019

Benchmarks

See 5,720 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,720 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.48M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

103.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$499K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+18.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1461

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 codes2E3D2G2J2F2T

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.

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

$375K

$4874 / participant

Other / not subdivided$375K100.0%

% of EOY assets

11.479%

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

$43,597

$81,208-46.3%

$98,920-55.9%

$79,856-45.4%

Participation rate

74.0%

72.5%+1.5pp

76.0%-2.0pp

69.6%+4.4pp

Annual return

6.48%

60.99%-54.5pp

196.47%-190.0pp

31.71%-25.2pp

Employer contribution / active EE

$1,652

$1,960-15.7%

$2,689-38.6%

$2,471-33.2%

Participant deferral / active EE

$1,954

$3,265-40.2%

$4,245-54.0%

$3,741-47.8%

Admin fee / account holder

$5,004

$6,013-16.8%

$6,643-24.7%

$5,306-5.7%

DRI-STICK DECAL CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DRI-STICK DECAL CORPORATION 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