Retirement plan

DRI-STICK DECAL CORPORATION PROFIT SHARING PLAN

Name: DRI-STICK DECAL CORPORATION - DRI-STICK DECAL CORPORATION PROFIT SHARING PLAN (2022) 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 2022

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

-11.3% from 2021

Total participants

-5.2% from 2021

Average account balance

$49,378

-8.8% from 2021

Annual return

-16.11%

-42.40 pp from 2021

Benchmarks

See 5,556 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,556 peers

Snapshot2022

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

2 tripped

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

$109K

$1468 / participant

Other / not subdivided$109K100.0%

% of EOY assets

3.057%

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

$49,378

$73,009-32.4%

$90,760-45.6%

$68,486-27.9%

Participation rate

73.0%

70.8%+2.1pp

75.7%-2.7pp

67.9%+5.1pp

Annual return

-16.11%

-13.81%-2.3pp

-12.16%-4.0pp

-7.85%-8.3pp

Employer contribution / active EE

$2,091

$2,193-4.6%

$2,922-28.4%

$2,597-19.5%

Participant deferral / active EE

$1,862

$3,626-48.7%

$4,565-59.2%

$4,028-53.8%

Admin fee / account holder

$1,509

$5,896-74.4%

$8,444-82.1%

$5,404-72.1%

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