Retirement plan

DAQ ELECTRONICS, LLC 401(K) PROFIT SHARING PLAN

Name: DAQ ELECTRONICS, LLC - DAQ ELECTRONICS, LLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: DAQ ELECTRONICS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAQ ELECTRONICS, LLC 401(K) PROFIT SHARING PLAN, DAQ ELECTRONICS, LLC

DAQ ELECTRONICS, LLCEIN 36-4719056Plan #001PY 2016

262 B OLD NEW BRUNSWICK ROAD - PISCATAWAY, NJ 08854732-981-0050daq.netLinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.8M

+18.0% from 2015

Total participants

0.0% from 2015

Average account balance

$95,605

+13.9% from 2015

Annual return

7.43%

+7.06 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.97M

Not enough data

1 years with asset history on file

Average account balance

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

$239K

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.

113.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$261K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1329

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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$933

$36 / participant

Other / not subdivided$933100.0%

% of EOY assets

0.034%

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

$95,605

$60,349+58.4%

$74,184+28.9%

$62,881+52.0%

Participation rate

96.2%

72.7%+23.4pp

76.6%+19.5pp

69.3%+26.8pp

Annual return

7.43%

21.38%-13.9pp

17.74%-10.3pp

20.14%-12.7pp

Employer contribution / active EE

$1,622

$1,680-3.5%

$2,370-31.6%

$2,281-28.9%

Participant deferral / active EE

$7,925

$2,856+177.5%

$3,550+123.3%

$3,203+147.4%

Admin fee / account holder

$32

$4,261-99.2%

$5,586-99.4%

$4,296-99.3%

DAQ ELECTRONICS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAQ ELECTRONICS, LLC 401(K) 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