Retirement plan

DETROIT DIESEL NON-CONTRACTUAL SAVINGS PLAN

Name: DETROIT DIESEL CORPORATION - DETROIT DIESEL NON-CONTRACTUAL SAVINGS PLAN (2015) Form 5500
Creator: DETROIT DIESEL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DETROIT DIESEL NON-CONTRACTUAL SAVINGS PLAN, DETROIT DIESEL CORPORATION

DETROIT DIESEL CORPORATIONEIN 38-2772023Plan #005PY 2015

4747 NORTH CHANNEL AVENUE - PORTLAND, OR 972177316503-745-8585

Other plans on this EIN

5 filings

#002Retirement-$325.0M assets #004Retirement-$132.9M assets #001Retirement-$106.6M assets #003Retirement-$12.4M assets #007Retirement--

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed October 27, 2010 (most recent of 4 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$240.5M

-10.7% from 2016

Total participants

1,561

-2.6% from 2016

Average account balance

$156,597

-8.0% from 2016

Annual return

1037.62%

+1028.87 pp from 2016

Benchmarks

See 742 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort742 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 3 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY1+ years Filed as: VOYA Service code 37 · EIN 02-0488491	Loan Processing	$10,535
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE INSTITUTIONAL Service code 52 200 SOUTH 108TH AVENUE · OMAHA, NE 68154	Indirect Investment Fees	$215
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 60 · EIN 23-1945930	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$11K

$9 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.004%

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: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$156,597

$71,957+117.6%

$67,652+131.5%

$59,188+164.6%

Participation rate

97.9%

82.7%+15.2pp

75.7%+22.2pp

69.4%+28.5pp

Annual return

1037.62%

8.53%+1029.1pp

6625.40%-5587.8pp

5.51%+1032.1pp

Employer contribution / active EE

$4,282

$2,432+76.1%

$2,266+89.0%

$2,098+104.1%

Participant deferral / active EE

$3,637

$4,211-13.6%

$3,560+2.2%

$3,265+11.4%

Admin fee / account holder

$64-89.3%

$4,821-99.9%

$92-92.6%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY1+ years

Filed as: VOYA

Service code 37 · EIN 02-0488491

Loan Processing

$10,535

TD AMERITRADE, INC.1+ years

Filed as: TD AMERITRADE INSTITUTIONAL

Service code 52

200 SOUTH 108TH AVENUE · OMAHA, NE 68154

Indirect Investment Fees

$215

THE VANGUARD GROUP, INC.1+ years

Filed as: VANGUARD FIDUCIARY TRUST COMPANY

Service code 60 · EIN 23-1945930

Sub-TA Fees

DETROIT DIESEL NON-CONTRACTUAL SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DETROIT DIESEL NON-CONTRACTUAL SAVINGS PLAN

Top hat statement on fileNQDC

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