Retirement plan

D.F. COUNTRYMAN COMPANY EMPLOYEES 401(K) PLAN

Name: D.F. COUNTRYMAN COMPANY - D.F. COUNTRYMAN COMPANY EMPLOYEES 401(K) PLAN (2017) Form 5500
Creator: D.F. COUNTRYMAN COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D.F. COUNTRYMAN COMPANY EMPLOYEES 401(K) PLAN, D.F. COUNTRYMAN COMPANY

D.F. COUNTRYMAN COMPANYEIN 41-0857499Plan #002PY 2017

2425 EAST 26TH STREET - MINNEAPOLIS, MN 55406612-724-4400

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.4M

+17.8% from 2016

Total participants

0.0% from 2016

Average account balance

$269,223

+30.9% from 2016

Annual return

19.18%

+15.05 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.92M

Not enough data

1 years with asset history on file

Average account balance

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

$487K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+10.51%

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

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

$133K

$14770 / participant

Other / not subdivided$133K100.0%

% of EOY assets

5.486%

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

$269,223

$144,130+86.8%

$117,861+128.4%

$147,586+82.4%

Participation rate

88.9%

83.4%+5.5pp

79.7%+9.2pp

82.8%+6.1pp

Annual return

19.18%

531.20%-512.0pp

335.11%-315.9pp

578.59%-559.4pp

Employer contribution / active EE

$1,844

$4,897-62.3%

$3,786-51.3%

$4,876-62.2%

Participant deferral / active EE

$9,762

$5,316+83.6%

$4,482+117.8%

$5,439+79.5%

Admin fee / account holder

$14,770

$10,887+35.7%

$8,021+84.2%

$10,886+35.7%

D.F. COUNTRYMAN COMPANY EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D.F. COUNTRYMAN COMPANY EMPLOYEES 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