Retirement plan

DAWN FOODS UNION RETIREMENT SAVINGS PLAN

Name: DAWN FOODS, INC. - DAWN FOODS UNION RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: DAWN FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAWN FOODS UNION RETIREMENT SAVINGS PLAN, DAWN FOODS, INC.

DAWN FOODS, INC.EIN 38-0467200Plan #001PY 2017

3333 SARGENT ROAD - JACKSON, MI 49201517-789-4400

Other plans on this EIN

2 filings

#015Retirement-$217.7M assets #004Retirement-$3.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$11.9M

+11.3% from 2016

Total participants

193

+3.2% from 2016

Average account balance

$61,737

+7.9% from 2016

Annual return

11.95%

+6.21 pp from 2016

Benchmarks

See 935 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort935 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.51M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

176

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.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$151

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND3+ years Service code 13 · EIN 06-1050034	Contract Administrator	$5,910
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166	Advisory (Plan)	$4,985
PRUDENTIAL RETIREMENT INSURANCE AND3+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$13K

$69 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.107%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DAVENPORT, HANF & COMPANY, LLC
Auditor EIN: 412173670
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,737

$50,385+22.5%

$75,501-18.2%

$62,293-0.9%

Participation rate

100.0%

67.7%+32.3pp

72.4%+27.6pp

69.5%+30.5pp

Annual return

11.95%

19.90%-7.9pp

27.35%-15.4pp

28.90%-16.9pp

Employer contribution / active EE

$2,629

$1,537+71.0%

$2,352+11.8%

$2,042+28.7%

Participant deferral / active EE

$3,103

$2,445+26.9%

$3,142-1.2%

$3,169-2.1%

Admin fee / account holder

$66

$384-82.8%

$5,801-98.9%

$479-86.2%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND3+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$5,910

UBS FINANCIAL SERVICES INC2 years

Filed as: UBS FINANCIAL SERVICES INC. IS BILL

Service code 27 · EIN 13-2638166

Advisory (Plan)

$4,985

PRUDENTIAL RETIREMENT INSURANCE AND3+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 15

Recordkeeping

DAWN FOODS UNION RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAWN FOODS UNION RETIREMENT SAVINGS 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