Retirement plan

THE LDF COMPANIES RETIREMENT SAVINGS PLAN

Name: LDF SUPPORT GROUP, INC. - THE LDF COMPANIES RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: LDF SUPPORT GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LDF COMPANIES RETIREMENT SAVINGS PLAN, LDF SUPPORT GROUP, INC.

LDF SUPPORT GROUP, INC.EIN 48-1010639Plan #001PY 2016

10610 EAST 26TH CIRCLE NORTH - WICHITA, KS 672264536316-636-5575

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.7M

+8.8% from 2015

Total participants

536

-20.0% from 2015

Average account balance

$21,432

+20.6% from 2015

Annual return

7.35%

+7.35 pp from 2015

Benchmarks

See 631 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort631 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.91M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

443

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.

84.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.49M

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

+11.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$150

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 3 by compensation

Provider	Service type	Compensation
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN RD. · DRESHER, PA 19025	Recordkeeping	$18,872
BKD, LLP2+ years Service code 10 · EIN 44-0160260 1551 NORTH WATEFRONT · WICHITA, KS 672066601	Accounting	$14,352
ASCENSUS LLC2+ years Filed as: ASCENSUS TRUST COMPANY Service code 21 · EIN 45-0404698 1126 WESTRAC DR. · FARGO, ND 58103	Bank Trustee	$7,650

Plan features & details

Pension benefit codes2A

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$41K

$98 / participant

Other / not subdivided$41K100.0%

% of EOY assets

0.351%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,432

$30,599-30.0%

$74,577-71.3%

$57,658-62.8%

Participation rate

100.0%

49.1%+50.9pp

68.1%+31.9pp

70.2%+29.8pp

Annual return

7.35%

14.24%-6.9pp

20.47%-13.1pp

5.13%+2.2pp

Employer contribution / active EE

$329

$1,000-67.1%

$2,525-87.0%

$1,974-83.3%

Participant deferral / active EE

$2,364

$1,805+31.0%

$3,458-31.6%

$3,061-22.7%

Admin fee / account holder

$75

$98-23.3%

$4,138-98.2%

$95-20.5%

Provider

Service type

Compensation

ASCENSUS LLC2+ years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

200 DRYDEN RD. · DRESHER, PA 19025

Recordkeeping

$18,872

BKD, LLP2+ years

Service code 10 · EIN 44-0160260

1551 NORTH WATEFRONT · WICHITA, KS 672066601

Accounting

$14,352

ASCENSUS LLC2+ years

Filed as: ASCENSUS TRUST COMPANY

Service code 21 · EIN 45-0404698

1126 WESTRAC DR. · FARGO, ND 58103

Bank Trustee

$7,650

THE LDF COMPANIES RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LDF COMPANIES RETIREMENT SAVINGS 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