Retirement plan

H. J. DEATON & SON, INC. PROFIT SHARING PLAN

Name: H. J. DEATON & SON, INC. - H. J. DEATON & SON, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: H. J. DEATON & SON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H. J. DEATON & SON, INC. PROFIT SHARING PLAN, H. J. DEATON & SON, INC.

H. J. DEATON & SON, INC.EIN 38-1858424Plan #001PY 2018

7911 DOUGLAS AVENUE - KALAMAZOO, MI 49009269-342-0519LinkedIn1-10 employeespackage/freight delivery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+0.0% from 2017

Total participants

-30.2% from 2017

Average account balance

$53,157

+43.3% from 2017

Annual return

10.77%

+0.45 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

152.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7443

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 codes2E2G2J2F2T3D

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

$327K

$13641 / participant

Other / not subdivided$327K100.0%

% of EOY assets

16.645%

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

$53,157

$85,790-38.0%

$67,313-21.0%

$135,379-60.7%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

10.77%

-0.54%+11.3pp

-4.08%+14.9pp

519.79%-509.0pp

Employer contribution / active EE

$2,614

$3,487-25.0%

$2,566+1.9%

$4,779-45.3%

Participant deferral / active EE

$2,104

$4,651-54.8%

$3,568-41.0%

$5,609-62.5%

Admin fee / account holder

$8,848

$6,392+38.4%

$4,507+96.3%

$10,828-18.3%

H. J. DEATON & SON, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H. J. DEATON & SON, INC. 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