Retirement plan

DIMENSIONAL CONTROL SYSTEMS, INC. 401(K) PLAN

Name: DIMENSIONAL CONTROL SYSTEMS, INC. - DIMENSIONAL CONTROL SYSTEMS, INC. 401(K) PLAN (2016) Form 5500
Creator: DIMENSIONAL CONTROL SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIMENSIONAL CONTROL SYSTEMS, INC. 401(K) PLAN, DIMENSIONAL CONTROL SYSTEMS, INC.

DIMENSIONAL CONTROL SYSTEMS, INC.EIN 38-3211218Plan #001PY 2016

5750 NEW KING DRIVE - TROY, MI 48098248-269-97773dcs.comLinkedIn51-200 employeesmechanical or industrial engineering

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$6.8M

No prior year

Total participants

134

No prior year

Average account balance

$67,683

No prior year

Annual return

10.77%

No prior year

Benchmarks

See 24,582 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,582 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.85M

Not enough data

1 years with asset history on file

Average account balance

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

$173K

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.

148.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$398K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+27.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5248

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 1 by compensation

Provider	Service type	Compensation
APPLIED PLAN ADMINISTRATORS LLC1+ years Filed as: APPLIED PLAN ADMINISTRATORS, LLC Service code 15 · EIN 46-5761416	Recordkeeping	$365

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$365

$4 / participant

Contract admin$365100.0%

% of EOY assets

0.005%

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: REHMANN ROBSON, LLC
Auditor EIN: 383635706
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,683

$76,550-11.6%

$123,894-45.4%

$62,881+7.6%

Participation rate

65.3%

73.0%-7.7pp

81.4%-16.1pp

69.3%-4.0pp

Annual return

10.77%

18.67%-7.9pp

47.52%-36.7pp

20.14%-9.4pp

Employer contribution / active EE

$2,882-100.0%

$4,617-100.0%

$2,281-100.0%

Participant deferral / active EE

$5,846

$4,840+20.8%

$5,984-2.3%

$3,203+82.5%

Admin fee / account holder

$4,826-99.9%

$8,357-100.0%

$4,296-99.9%

Provider

Service type

Compensation

APPLIED PLAN ADMINISTRATORS LLC1+ years

Filed as: APPLIED PLAN ADMINISTRATORS, LLC

Service code 15 · EIN 46-5761416

Recordkeeping

$365

DIMENSIONAL CONTROL SYSTEMS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIMENSIONAL CONTROL SYSTEMS, INC. 401(K) 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