Retirement plan

PROFIT SHARING PLAN FOR EMPLOYEES OF D & F CORPORATION

Name: D & F CORPORATION - PROFIT SHARING PLAN FOR EMPLOYEES OF D & F CORPORATION (2019) Form 5500
Creator: D & F CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN FOR EMPLOYEES OF D & F CORPORATION, D & F CORPORATION

D & F CORPORATIONEIN 38-1863712Plan #001PY 2019

42455 MERRILL ROAD - STERLING HEIGHTS, MI 48314586-254-5300d-f.comLinkedIn51-200 employeesautomotive

Other plans on this EIN

2 filings

#003Retirement-$5.6M assets #004Retirement-$2.7M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.6M

+44.3% from 2018

Total participants

+20.0% from 2018

Average account balance

$383,847

+20.3% from 2018

Annual return

41.65%

+54.25 pp from 2018

Benchmarks

See 21,381 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,381 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.61M

Not enough data

1 years with asset history on file

Average account balance

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

$384K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

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

+41.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$833

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 codes2E2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$10K

$833 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.217%

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

$383,847

$103,387+271.3%

$87,102+340.7%

$152,885+151.1%

Participation rate

100.0%

79.4%+20.6pp

76.9%+23.1pp

82.5%+17.5pp

Annual return

41.65%

28.10%+13.5pp

28.19%+13.5pp

345.39%-303.7pp

Employer contribution / active EE

$4,948

$3,221+53.6%

$2,521+96.2%

$4,763+3.9%

Participant deferral / active EE

$2,969

$4,778-37.9%

$4,048-26.7%

$5,851-49.3%

Admin fee / account holder

$833

$12,193-93.2%

$7,491-88.9%

$11,598-92.8%

PROFIT SHARING PLAN FOR EMPLOYEES OF D & F CORPORATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING PLAN FOR EMPLOYEES OF D & F CORPORATION

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