Retirement plan

ONTARIO DIE COMPANY OF AMERICA PROFIT SHARING PLAN

Name: ODC INTERNATIONAL, INC. - ONTARIO DIE COMPANY OF AMERICA PROFIT SHARING PLAN (2018) Form 5500
Creator: ODC INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ONTARIO DIE COMPANY OF AMERICA PROFIT SHARING PLAN, ODC INTERNATIONAL, INC.

ODC INTERNATIONAL, INC.EIN 38-2035813Plan #001PY 2018

1755 BUSHA HWY - MARYSVILLE, MI 480401815810-987-5060

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.8M

-8.5% from 2017

Total participants

0.0% from 2017

Average account balance

$345,278

-8.5% from 2017

Annual return

-2.92%

-16.48 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.55M

Not enough data

1 years with asset history on file

Average account balance

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

$909K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$728

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

+18.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$107798

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 codes2E2F2G2J3D

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.
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

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

$343K

$31146 / participant

Other / not subdivided$343K100.0%

% of EOY assets

7.088%

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

$345,278

$92,219+274.4%

$76,768+349.8%

$135,379+155.0%

Participation rate

81.8%

79.8%+2.0pp

77.0%+4.9pp

82.6%-0.8pp

Annual return

-2.92%

5.46%-8.4pp

2.43%-5.4pp

519.79%-522.7pp

Employer contribution / active EE

$2,280

$3,216-29.1%

$2,485-8.3%

$4,779-52.3%

Participant deferral / active EE

$2,306

$4,508-48.8%

$3,852-40.1%

$5,609-58.9%

Admin fee / account holder

$24,472

$10,749+127.7%

$6,675+266.6%

$10,828+126.0%

ONTARIO DIE COMPANY OF AMERICA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ONTARIO DIE COMPANY OF AMERICA 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