Retirement plan

DAWN FOODS RETIREMENT SAVINGS PLAN

Name: DAWN FOODS, INC. - DAWN FOODS RETIREMENT SAVINGS PLAN (2016) 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 2016

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

Other plans on this EIN

2 filings

#001Retirement-$10.7M assets #004Retirement-$2.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$188.9M

+11.2% from 2015

Total participants

2,533

+7.7% from 2015

Average account balance

$74,561

+3.3% from 2015

Annual return

8.92%

+9.01 pp from 2015

Benchmarks

See 228 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort228 peers

Snapshot2016

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 4 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC1 year Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166	Advisory (Plan)	$82,421
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Service code 13 · EIN 06-1050034	Contract Administrator	$45,162
BRIAN FREEMAN1 year Filed as: BRIAN COLEMAN Service code 56 DAWN FOOD PRODUCTS INC · JACKSON, MI 49201	Non-monetary compensation	$0
PRUDENTIAL RETIREMENT INSURANCE AND2+ 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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$132K

$60 / participant

Other / not subdivided$132K100.0%

% of EOY assets

0.070%

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

$74,561

$58,758+26.9%

$69,779+6.9%

$63,975+16.5%

Participation rate

100.0%

77.5%+22.5pp

71.8%+28.2pp

71.1%+28.9pp

Annual return

8.92%

18.05%-9.1pp

12.99%-4.1pp

48.65%-39.7pp

Employer contribution / active EE

$3,448

$1,973+74.8%

$2,338+47.4%

$2,182+58.0%

Participant deferral / active EE

$4,100

$2,912+40.8%

$2,931+39.9%

$3,356+22.1%

Admin fee / account holder

$52

$71-26.5%

$4,381-98.8%

$70-25.9%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC1 year

Filed as: UBS FINANCIAL SERVICES INC. IS BILL

Service code 27 · EIN 13-2638166

Advisory (Plan)

$82,421

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$45,162

BRIAN FREEMAN1 year

Filed as: BRIAN COLEMAN

Service code 56

DAWN FOOD PRODUCTS INC · JACKSON, MI 49201

Non-monetary compensation

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 15

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