Retirement plan

DATALOGICS, INC. 401K PLAN

Name: DATALOGICS, INC. - DATALOGICS, INC. 401K PLAN (2018) Form 5500
Creator: DATALOGICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DATALOGICS, INC. 401K PLAN, DATALOGICS, INC.

DATALOGICS, INC.EIN 36-4067178Plan #001PY 2018

101 N WACKER DR STE 1800 - CHICAGO, IL 60606312-853-8200datalogics.comLinkedIn51-200 employeescomputer software

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$12.6M

+1.1% from 2017

Total participants

0.0% from 2017

Average account balance

$187,401

+4.1% from 2017

Annual return

-3.84%

-24.07 pp from 2017

Benchmarks

See 2,967 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,967 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.59M

Not enough data

1 years with asset history on file

Average account balance

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

$282K

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.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$741K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20759

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 codes2F2G2J2T3D

Plan features

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$360K

$8190 / participant

Other / not subdivided$360K100.0%

% of EOY assets

2.870%

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

$187,401

$58,600+219.8%

$83,327+124.9%

$64,173+192.0%

Participation rate

93.2%

72.0%+21.1pp

77.8%+15.4pp

69.6%+23.6pp

Annual return

-3.84%

9.66%-13.5pp

10.64%-14.5pp

7.63%-11.5pp

Employer contribution / active EE

$7,374

$2,098+251.4%

$3,379+118.2%

$2,381+209.7%

Participant deferral / active EE

$14,747

$4,656+216.8%

$5,565+165.0%

$3,470+325.0%

Admin fee / account holder

$5,379

$9,282-42.1%

$7,540-28.7%

$4,887+10.1%

DATALOGICS, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DATALOGICS, INC. 401K 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