Retirement plan

DSC NEW CENTURY PLAN

Name: DSC LOGISTICS, INC. - DSC NEW CENTURY PLAN (2017) Form 5500
Creator: DSC LOGISTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DSC NEW CENTURY PLAN, DSC LOGISTICS, INC.

DSC LOGISTICS, INC.EIN 36-3620628Plan #001PY 2017

1750 SOUTH WOLF ROAD - DES PLAINES, IL 60018847-635-4131cjlogisticsamerica.comLinkedIn1001-5000 employeeslogistics and supply chain

Prospect flagsLow participationCorrective distributions

Top hat statement on fileNQDC

Filed August 11, 2012 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$68M

+13.7% from 2016

Total participants

3,381

-7.1% from 2016

Average account balance

$41,039

+22.6% from 2016

Annual return

16.99%

+6.69 pp from 2016

Benchmarks

See 7,057 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants1,000-4,999

Cohort7,057 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$106.79M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

1,825

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.

45.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$118

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

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 18 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$92,307
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315	Indirect Investment Fees	$0
BLACKROCK1 year Service code 52 · EIN 22-6437098	Indirect Investment Fees	$0
COLUMBIA1 year Service code 52 · EIN 56-0906609	Indirect Investment Fees	$0
HARRIS1 year Service code 52 · EIN 04-3276558	Indirect Investment Fees	$0
INVESCO1 year Service code 52 · EIN 76-0343427	Indirect Investment Fees	$0
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 13-3963293	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT1 year Service code 52 · EIN 04-3379729	Indirect Investment Fees	$0
NORTHERN FUNDS1 year Service code 52 · EIN 56-2496727	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3H2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$92K

$29 / participant

Contract admin$92K99.6%
Other / not subdivided$3750.4%

% of EOY assets

0.136%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KPMG
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,039

$77,958-47.4%

$78,210-47.5%

$77,958-47.4%

Participation rate

46.2%

71.6%-25.4pp

68.7%-22.5pp

71.6%-25.4pp

Annual return

16.99%

20.87%-3.9pp

40.90%-23.9pp

20.87%-3.9pp

Employer contribution / active EE

$535

$2,310-76.9%

$2,034-73.7%

$2,310-76.9%

Participant deferral / active EE

$1,502

$3,537-57.5%

$2,823-46.8%

$3,537-57.5%

Admin fee / account holder

$56

$97-42.8%

$3,758-98.5%

$97-42.8%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$92,307

AMERICAN CENTURY1 year

Service code 52 · EIN 44-6006315

Indirect Investment Fees

BLACKROCK1 year

Service code 52 · EIN 22-6437098

Indirect Investment Fees

COLUMBIA1 year

Service code 52 · EIN 56-0906609

Indirect Investment Fees

HARRIS1 year

Service code 52 · EIN 04-3276558

Indirect Investment Fees

INVESCO1 year

Service code 52 · EIN 76-0343427

Indirect Investment Fees

JANUS HENDERSON1 year

Service code 52 · EIN 84-0592523

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 13-3963293

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT1 year

Service code 52 · EIN 04-3379729

Indirect Investment Fees

NORTHERN FUNDS1 year

Service code 52 · EIN 56-2496727

Indirect Investment Fees

DSC NEW CENTURY PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DSC NEW CENTURY PLAN

Top hat statement on fileNQDC

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