Retirement plan

DIRECT A MARKETING SERVICES CO. 401(K) PS PLAN & TRUST

Name: DIRECT A MARKETING SERVICES CO. - DIRECT A MARKETING SERVICES CO. 401(K) PS PLAN & TRUST (2016) Form 5500
Creator: DIRECT A MARKETING SERVICES CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIRECT A MARKETING SERVICES CO. 401(K) PS PLAN & TRUST, DIRECT A MARKETING SERVICES CO.

DIRECT A MARKETING SERVICES CO.EIN 41-1815975Plan #001PY 2016

7550 CORPORATE WAY - EDEN PRAIRIE, MN 553442045952-975-5005

Other plans on this EIN

1 filing

#002Retirement-$849K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$146,687

No prior year

Annual return

37.89%

No prior year

Benchmarks

See 8,145 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,145 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.49M

Not enough data

1 years with asset history on file

Average account balance

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

$535K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$365K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5787

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2T2J3D3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$63K

$12559 / participant

Other / not subdivided$63K100.0%

% of EOY assets

5.351%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$146,687

$99,079+48.1%

$77,999+88.1%

$273,961-46.5%

Participation rate

100.0%

78.6%+21.4pp

75.5%+24.5pp

83.0%+17.0pp

Annual return

37.89%

217.93%-180.0pp

425.96%-388.1pp

41.45%-3.6pp

Employer contribution / active EE

$5,112

$3,308+54.6%

$2,470+107.0%

$4,869+5.0%

Participant deferral / active EE

$10,163

$4,306+136.0%

$3,497+190.6%

$5,287+92.2%

Admin fee / account holder

$7,849

$8,954-12.3%

$5,480+43.2%

$10,132-22.5%

DIRECT A MARKETING SERVICES CO. 401(K) PS PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIRECT A MARKETING SERVICES CO. 401(K) PS PLAN & TRUST

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