Retirement plan

PRECISION DRIVE & CONTROL, INC. RETIREMENT SAVINGS PLAN

Name: PRECISION DRIVE & CONTROL, INC. - PRECISION DRIVE & CONTROL, INC. RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: PRECISION DRIVE & CONTROL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRECISION DRIVE & CONTROL, INC. RETIREMENT SAVINGS PLAN, PRECISION DRIVE & CONTROL, INC.

PRECISION DRIVE & CONTROL, INC.EIN 39-1251035Plan #001PY 2025

504 - 11TH STREET - MONROE, WI 53566608-328-5600precisiondrive.comLinkedIn51-200 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement-$9.8M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$22.8M

-1.9% from 2024

Total participants

150

+7.9% from 2024

Average account balance

$154,030

-9.9% from 2024

Annual return

9.71%

-16.33 pp from 2024

Benchmarks

See 1,499 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort1,499 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.80M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

148

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$355

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 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111	Recordkeeping Fees	$42,577
COMPENSATION SYSTEMS, INC.2 years Filed as: COMPENSATION SYSTEMS INC. Service code 13	Contract Administrator	$17,971
COMPENSATION SYSTEMS, INC.3 years Filed as: COMPENSATION SYSTEMS, INC Service code 13 · EIN 39-1553836 1909 11TH AVE · MONROE, WI 53566	Contract Administrator	$10,889

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$53K

$465 / participant

Recordkeeping$11K20.7%
Other / not subdivided$42K79.3%

% of EOY assets

0.231%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WIPFLI, LLP
Auditor EIN: 412899048
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$154,030

$83,369+84.8%

$105,223+46.4%

$67,986+126.6%

Participation rate

98.2%

56.3%+41.9pp

75.0%+23.2pp

57.2%+41.0pp

Annual return

9.71%

24.64%-14.9pp

180.65%-170.9pp

31.67%-22.0pp

Employer contribution / active EE

$2,321

$2,541-8.6%

$3,689-37.1%

$2,019+15.0%

Participant deferral / active EE

$7,557

$3,295+129.3%

$5,072+49.0%

$3,358+125.0%

Admin fee / account holder

$355

$4,073-91.3%

$8,859-96.0%

$3,203-88.9%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111

Recordkeeping Fees

$42,577

COMPENSATION SYSTEMS, INC.2 years

Filed as: COMPENSATION SYSTEMS INC.

Service code 13

Contract Administrator

$17,971

COMPENSATION SYSTEMS, INC.3 years

Filed as: COMPENSATION SYSTEMS, INC

Service code 13 · EIN 39-1553836

1909 11TH AVE · MONROE, WI 53566

Contract Administrator

$10,889

PRECISION DRIVE & CONTROL, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRECISION DRIVE & CONTROL, INC. RETIREMENT SAVINGS 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