Retirement plan

DECEUNINCK NORTH AMERICA, INC. 401(K) PLAN

Name: DECEUNINCK NORTH AMERICA, INC. - DECEUNINCK NORTH AMERICA, INC. 401(K) PLAN (2020) Form 5500
Creator: DECEUNINCK NORTH AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DECEUNINCK NORTH AMERICA, INC. 401(K) PLAN, DECEUNINCK NORTH AMERICA, INC.

DECEUNINCK NORTH AMERICA, INC.EIN 58-2209209Plan #001PY 2020

351 NORTH GARVER ROAD - MONROE, OH 45050513-539-4444deceuninckna.comLinkedIn201-500 employeesbuilding materials

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$51.7M

+5.7% from 2019

Total participants

791

+18.6% from 2019

Average account balance

$66,923

-11.7% from 2019

Annual return

14.70%

-7.31 pp from 2019

Benchmarks

See 1,160 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,160 peers

Snapshot2020

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Analytics

Total assets (EOY)

Plan-year ending balance

$54.40M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

638

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.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$74

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

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Service providers

Top 10 of 11 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166	Advisory (Plan)	$47,500
MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years Service code 49 · EIN 04-1590850	Other Services	$28,920
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150	Indirect Investment Fees	$0
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782	Shareholder Servicing	$0
COHEN & STEERS3 years Service code 52 · EIN 14-1904657	Indirect Investment Fees	$0
INVESCO2 years Service code 52 · EIN 22-2725700	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862	Indirect Investment Fees	$0
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1999755	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K2R3D3H2S2T

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$29K

$42 / participant

Contract admin$28K97.5%
Other / not subdivided$7172.5%

% of EOY assets

0.056%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: DG KRAUSE LLC
Auditor EIN: 202621108
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,923

$85,135-21.4%

$98,907-32.3%

$73,409-8.8%

Participation rate

97.3%

81.1%+16.1pp

76.0%+21.2pp

72.2%+25.1pp

Annual return

14.70%

19.14%-4.4pp

196.43%-181.7pp

59.29%-44.6pp

Employer contribution / active EE

$2,360

$2,721-13.3%

$2,689-12.2%

$2,234+5.7%

Participant deferral / active EE

$2,950

$4,349-32.2%

$4,244-30.5%

$3,805-22.5%

Admin fee / account holder

$37

$139-73.1%

$6,642-99.4%

$158-76.3%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC4 years

Filed as: UBS FINANCIAL SERVICES INC.

Service code 27 · EIN 13-2638166

Advisory (Plan)

$47,500

MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years

Service code 49 · EIN 04-1590850

Other Services

$28,920

AMERICAN FUNDS4 years

Service code 52 · EIN 95-2817150

Indirect Investment Fees

CHARLES SCHWAB & CO., INC.5 years

Service code 59 · EIN 94-1737782

Shareholder Servicing

COHEN & STEERS3 years

Service code 52 · EIN 14-1904657

Indirect Investment Fees

INVESCO2 years

Service code 52 · EIN 22-2725700

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY4 years

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT4 years

Service code 52 · EIN 04-3158862

Indirect Investment Fees

PIMCO FUNDS2 years

Service code 52 · EIN 95-2632339

Indirect Investment Fees

THE VANGUARD GROUP, INC.3 years

Filed as: VANGUARD

Service code 52 · EIN 23-1999755

Indirect Investment Fees

DECEUNINCK NORTH AMERICA, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DECEUNINCK NORTH AMERICA, INC. 401(K) 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