Retirement plan

DON DYE COMPANY, INC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Name: DON DYE COMPANY, INC - DON DYE COMPANY, INC EMPLOYEES PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: DON DYE COMPANY, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DON DYE COMPANY, INC EMPLOYEES PROFIT SHARING PLAN AND TRUST, DON DYE COMPANY, INC

DON DYE COMPANY, INCEIN 48-0765010Plan #001PY 2016

524 NW 20TH AVE, PO BOX 107 - KINGMAN, KS 670680107620-532-3131dondyeco.comLinkedIn1-10 employeesmachinery

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.6M

-33.3% from 2015

Total participants

+13.5% from 2015

Average account balance

$99,124

-33.3% from 2015

Annual return

1.51%

+2.29 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

$3.13M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

225.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11345

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 codes2E3D2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2.0M

$65168 / participant

Other / not subdivided$2M100.0%

% of EOY assets

56.613%

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

$99,124

$60,349+64.3%

$74,184+33.6%

$62,881+57.6%

Participation rate

80.6%

72.7%+7.9pp

76.6%+4.0pp

69.3%+11.3pp

Annual return

1.51%

21.38%-19.9pp

17.74%-16.2pp

20.14%-18.6pp

Employer contribution / active EE

$4,839

$1,680+188.0%

$2,370+104.2%

$2,281+112.1%

Participant deferral / active EE

$2,856-100.0%

$3,550-100.0%

$3,203-100.0%

Admin fee / account holder

$56,117

$4,261+1217.0%

$5,586+904.7%

$4,296+1206.3%

DON DYE COMPANY, INC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DON DYE COMPANY, INC EMPLOYEES PROFIT SHARING PLAN AND 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