Retirement plan

DYNAQUIP CONTROLS CORPORATION 401(K) PROFIT SHARING PLAN

Name: DYNAQUIP CONTROLS CORPORATION - DYNAQUIP CONTROLS CORPORATION 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: DYNAQUIP CONTROLS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DYNAQUIP CONTROLS CORPORATION 401(K) PROFIT SHARING PLAN, DYNAQUIP CONTROLS CORPORATION

DYNAQUIP CONTROLS CORPORATIONEIN 43-1270005Plan #001PY 2016

10 HARRIS INDUSTRIAL PARK - ST. CLAIR, MO 63077636-629-3700dynaquip.comLinkedIn11-50 employeesindustrial automation

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-2.9% from 2015

Total participants

-9.5% from 2015

Average account balance

$37,136

-2.9% from 2015

Annual return

5.80%

+5.76 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.73M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1877

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 codes3D2J2G2E2F2T

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

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

$239K

$8254 / participant

Other / not subdivided$239K100.0%

% of EOY assets

17.904%

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

$37,136

$60,349-38.5%

$74,184-49.9%

$62,881-40.9%

Participation rate

93.1%

72.7%+20.4pp

76.6%+16.5pp

69.3%+23.8pp

Annual return

5.80%

21.38%-15.6pp

17.74%-11.9pp

20.14%-14.3pp

Employer contribution / active EE

$1,670

$1,680-0.6%

$2,370-29.5%

$2,281-26.8%

Participant deferral / active EE

$1,962

$2,856-31.3%

$3,550-44.7%

$3,203-38.7%

Admin fee / account holder

$6,649

$4,261+56.0%

$5,586+19.0%

$4,296+54.8%

DYNAQUIP CONTROLS CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DYNAQUIP CONTROLS CORPORATION 401(K) PROFIT SHARING 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