Retirement plan

DAWN FOODS RETIREMENT SAVINGS PLAN

Name: DAWN FOODS, INC. - DAWN FOODS RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: DAWN FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAWN FOODS RETIREMENT SAVINGS PLAN, DAWN FOODS, INC.

DAWN FOODS, INC.EIN 38-0467200Plan #015PY 2015

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

Other plans on this EIN

2 filings

#001Retirement-$9.8M assets #004Retirement-$3.0M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$169.8M

No prior year

Total participants

2,352

No prior year

Average account balance

$72,209

No prior year

Annual return

-0.09%

No prior year

Benchmarks

See 199 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort199 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$224.85M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

2,111

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.

96.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19.73M

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

+13.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$128

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
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166	Advisory (Plan)	$80,311
PRUDENTIAL RETIREMENT INSURANCE AND1+ years Service code 13 · EIN 06-1050034	Contract Administrator	$36,240
PRUDENTIAL RETIREMENT INSURANCE AND1+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670	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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$124K

$60 / participant

Other / not subdivided$124K100.0%

% of EOY assets

0.073%

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

$72,209

$54,890+31.6%

$63,244+14.2%

$59,188+22.0%

Participation rate

100.0%

75.6%+24.4pp

71.0%+29.0pp

69.4%+30.6pp

Annual return

-0.09%

4.56%-4.6pp

-70.31%+70.2pp

5.51%-5.6pp

Employer contribution / active EE

$3,669

$1,831+100.4%

$2,322+58.0%

$2,098+74.9%

Participant deferral / active EE

$4,291

$2,803+53.1%

$2,953+45.3%

$3,265+31.4%

Admin fee / account holder

$53

$66-20.6%

$5,893-99.1%

$92-43.0%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC1+ years

Filed as: UBS FINANCIAL SERVICES, INC.

Service code 27 · EIN 13-2638166

Advisory (Plan)

$80,311

PRUDENTIAL RETIREMENT INSURANCE AND1+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$36,240

PRUDENTIAL RETIREMENT INSURANCE AND1+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 15 · EIN 22-1211670

Recordkeeping

DAWN FOODS RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAWN FOODS 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