Retirement plan

SDPMNA SAVINGS AND RETIREMENT PLAN AND TRUST

Name: VAN DORN DEMAG CORPORATION - SDPMNA SAVINGS AND RETIREMENT PLAN AND TRUST (2020) Form 5500
Creator: VAN DORN DEMAG CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SDPMNA SAVINGS AND RETIREMENT PLAN AND TRUST, VAN DORN DEMAG CORPORATION

VAN DORN DEMAG CORPORATIONEIN 58-1396267Plan #001PY 2020

410 HORIZON DRIVE, STE 200 - SUWANEE, GA 30024440-876-8960

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$22.2M

+9.8% from 2019

Total participants

245

+35.4% from 2019

Average account balance

$130,015

+12.4% from 2019

Annual return

15.35%

-5.17 pp from 2019

Benchmarks

See 4,082 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,082 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.76M

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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.

170

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$159

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 2 by compensation

Provider	Service type	Compensation
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746	Consulting	$8,000
T ROWE PRICE RPS INC6+ years Filed as: T.ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-6559833	Recordkeeping	$725

Plan features & details

Pension benefit codes2E2F2G2J2K3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$10K

$57 / participant

Contract admin$10K100.0%

% of EOY assets

0.046%

all-in expense ratio

Categories reported

1 / 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: CROWE LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$130,015

$73,638+76.6%

$95,960+35.5%

$73,493+76.9%

Participation rate

58.7%

76.2%-17.5pp

77.1%-18.4pp

70.7%-12.0pp

Annual return

15.35%

16.78%-1.4pp

91.63%-76.3pp

28.51%-13.2pp

Employer contribution / active EE

$1,418

$1,863-23.9%

$2,541-44.2%

$2,270-37.6%

Participant deferral / active EE

$4,031

$3,617+11.5%

$4,167-3.2%

$3,740+7.8%

Admin fee / account holder

$60

$482-87.5%

$6,797-99.1%

$513-88.3%

Provider

Service type

Compensation

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA ADVISORY SERVICES, LLC

Service code 16

1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746

Consulting

$8,000

T ROWE PRICE RPS INC6+ years

Filed as: T.ROWE PRICE TRUST COMPANY

Service code 15 · EIN 52-6559833

Recordkeeping

$725

SDPMNA SAVINGS AND RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SDPMNA SAVINGS AND RETIREMENT 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