Retirement plan

DART CONTAINER SALES COMPANY, LLC EMPLOYEE PROFIT SHARING PLAN

Name: DART CONTAINER SALES COMPANY, LLC - DART CONTAINER SALES COMPANY, LLC EMPLOYEE PROFIT SHARING PLAN (2016) Form 5500
Creator: DART CONTAINER SALES COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DART CONTAINER SALES COMPANY, LLC EMPLOYEE PROFIT SHARING PLAN, DART CONTAINER SALES COMPANY, LLC

DART CONTAINER SALES COMPANY, LLCEIN 38-2744701Plan #002PY 2016

600 W. HILLSBORO BLVD., SUITE 600 - DEERFIELD BEACH, FL 33441954-698-6556LinkedIn201-500 employeesmining & metals

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$70.2M

+8.8% from 2015

Total participants

367

+1.1% from 2015

Average account balance

$203,995

+6.9% from 2015

Annual return

8.18%

+8.41 pp from 2015

Benchmarks

See 1,219 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,219 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$94.14M

Not enough data

1 years with asset history on file

Average account balance

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

$361K

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.

261

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.40M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+14.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109

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
STRATEGIC ADVISORS, INC.2+ years Service code 26 · EIN 04-2654524	Advisory (Participants)	$23,344
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951	Accounting	$17,575
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786	Recordkeeping	$1,277
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2T3D3H2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$44K

$134 / participant

Contract admin$10K21.9%
Other / not subdivided$34K78.1%

% of EOY assets

0.063%

all-in expense ratio

Categories reported

1 / 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: PLANTE & MORAN PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$203,995

$107,378+90.0%

$108,582+87.9%

$57,658+253.8%

Participation rate

93.0%

77.1%+15.9pp

79.6%+13.4pp

70.2%+22.7pp

Annual return

8.18%

12.80%-4.6pp

-51.70%+59.9pp

5.13%+3.1pp

Employer contribution / active EE

$9,442

$1,782+429.9%

$3,758+151.2%

$1,974+378.4%

Participant deferral / active EE

$5,368

$3,221+66.7%

$4,311+24.5%

$3,061+75.4%

Admin fee / account holder

$128

$108+17.8%

$7,645-98.3%

$95+35.2%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.2+ years

Service code 26 · EIN 04-2654524

Advisory (Participants)

$23,344

PLANTE & MORAN, PLLC2+ years

Service code 10 · EIN 38-1357951

Accounting

$17,575

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY INVESTMENTS

Service code 15 · EIN 04-2647786

Recordkeeping

$1,277

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 60

Sub-TA Fees

DART CONTAINER SALES COMPANY, LLC EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DART CONTAINER SALES COMPANY, LLC EMPLOYEE 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