Retirement plan

THE DINGLEY PRESS 401(K) RETIREMENT PLAN

Name: THE DINGLEY PRESS, INC. - THE DINGLEY PRESS 401(K) RETIREMENT PLAN (2021) Form 5500
Creator: THE DINGLEY PRESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DINGLEY PRESS 401(K) RETIREMENT PLAN, THE DINGLEY PRESS, INC.

THE DINGLEY PRESS, INC.EIN 46-3358200Plan #001PY 2021

119 LISBON STREET - LISBON, ME 04250207-353-1546dingley.comLinkedIn201-500 employeesprinting

Prospect flagsLow assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$13.1M

+16.8% from 2020

Total participants

469

+11.9% from 2020

Average account balance

$30,356

-1.4% from 2020

Annual return

14.24%

+2.11 pp from 2020

Benchmarks

See 1,172 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,172 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.59M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

344

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.20M

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

+13.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$226

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 5 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS7+ years Service code 12 · EIN 13-3689044	Float revenue; Finders' fees / placem...	$76,886
LOCKTON INVESTMENT ADVISORS, LLC3 years Service code 16 · EIN 20-8874282	Consulting	$25,150
RICHARD J. WOLF & COMPANY1 year Filed as: RICHARD BROTHERS FINANCIAL ADVISORS Service code 16 · EIN 01-0510740	Consulting	$13,102
MID ATLANTIC CAPITAL CORPORATION5 years Service code 33 · EIN 25-1409618	Securities brokerage commissions and ...	$0
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$115K

$363 / participant

Investment mgmt$38K33.2%
Other / not subdivided$77K66.8%

% of EOY assets

0.882%

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: ALBIN, RANDALL & BENNETT, CPAS
Auditor EIN: 010448006
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,356

$93,131-67.4%

$106,551-71.5%

$86,813-65.0%

Participation rate

87.7%

81.4%+6.3pp

76.1%+11.6pp

72.3%+15.4pp

Annual return

14.24%

19.45%-5.2pp

26.80%-12.6pp

97.93%-83.7pp

Employer contribution / active EE

$845

$2,895-70.8%

$2,819-70.0%

$2,406-64.9%

Participant deferral / active EE

$2,258

$4,708-52.0%

$4,398-48.7%

$4,131-45.3%

Admin fee / account holder

$268

$145+84.5%

$7,408-96.4%

$170+57.9%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS7+ years

Service code 12 · EIN 13-3689044

Float revenue; Finders' fees / placem...

$76,886

LOCKTON INVESTMENT ADVISORS, LLC3 years

Service code 16 · EIN 20-8874282

Consulting

$25,150

RICHARD J. WOLF & COMPANY1 year

Filed as: RICHARD BROTHERS FINANCIAL ADVISORS

Service code 16 · EIN 01-0510740

Consulting

$13,102

MID ATLANTIC CAPITAL CORPORATION5 years

Service code 33 · EIN 25-1409618

Securities brokerage commissions and ...

NATIONAL FINANCIAL SERVICES7+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

THE DINGLEY PRESS 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DINGLEY PRESS 401(K) RETIREMENT 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