Retirement plan

DT RENTAL CENTER LLC, D/B/A DECKER TOOL RENTAL CENTER 401(K) PROFIT SHARING PLAN

Name: DT RENTAL CENTER, LLC, - DT RENTAL CENTER LLC, D/B/A DECKER TOOL RENTAL CENTER 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: DT RENTAL CENTER, LLC,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DT RENTAL CENTER LLC, D/B/A DECKER TOOL RENTAL CENTER 401(K) PROFIT SHARING PLAN, DT RENTAL CENTER, LLC,

DT RENTAL CENTER, LLC,dba DECKER TOOL RENTAL CENTEREIN 36-4901611Plan #001PY 2020

P. O. BOX 279 - LAGRANGEVILLE, NY 12540845-448-0018

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$964K

+7.8% from 2019

Total participants

0.0% from 2019

Average account balance

$68,843

+7.8% from 2019

Annual return

13.02%

-539.98 pp from 2019

Benchmarks

See 16,004 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,004 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.94M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

123.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$226K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+37.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$561

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 codes2E3D2F2G2J2T

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

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

$136K

$13588 / participant

Other / not subdivided$136K100.0%

% of EOY assets

14.098%

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

$68,843

$228,352-69.9%

$185,827-63.0%

$158,950-56.7%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

13.02%

40.81%-27.8pp

35.96%-22.9pp

302.91%-289.9pp

Employer contribution / active EE

$2,627

$4,967-47.1%

$4,087-35.7%

$4,762-44.8%

Participant deferral / active EE

$5,379

$6,416-16.2%

$5,633-4.5%

$5,983-10.1%

Admin fee / account holder

$9,706

$11,867-18.2%

$9,502+2.1%

$11,248-13.7%

DT RENTAL CENTER LLC, D/B/A DECKER TOOL RENTAL CENTER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DT RENTAL CENTER LLC, D/B/A DECKER TOOL RENTAL CENTER 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