Retirement plan

MOODY DUNBAR, INC. PROFIT SHARING PLAN

Name: MOODY DUNBAR, INC. - MOODY DUNBAR, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: MOODY DUNBAR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOODY DUNBAR, INC. PROFIT SHARING PLAN, MOODY DUNBAR, INC.

MOODY DUNBAR, INC.EIN 62-0629133Plan #001PY 2017

2000 WATERS EDGE DRIVE - JOHNSON CITY, TN 37602423-952-0100moodydunbar.comLinkedIn201-500 employeesfood production

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$12.3M

-1.6% from 2016

Total participants

145

-6.5% from 2016

Average account balance

$90,616

+2.0% from 2016

Annual return

11.46%

+13.23 pp from 2016

Benchmarks

See 32 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Cohort32 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.58M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

195

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.

95.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$350K

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

+16.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$461

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 1 by compensation

Provider	Service type	Compensation
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308	Bank Trustee	$12,271

Plan features & details

Pension benefit codes2E2F2G2T3D3H

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.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$124 / participant

Contract admin$12K100.0%

% of EOY assets

0.100%

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: LEWIS AND ASSOCIATES, CPA LLC
Auditor EIN: 621516392
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,616

$49,073+84.7%

$75,501+20.0%

Participation rate

90.9%

76.4%+14.5pp

72.4%+18.6pp

Annual return

11.46%

26.22%-14.8pp

27.35%-15.9pp

Employer contribution / active EE

$2,955

$3,349-11.8%

$2,352+25.7%

Participant deferral / active EE

$2,605-100.0%

$3,142-100.0%

Admin fee / account holder

$90

$1,816-95.0%

$5,801-98.4%

Provider

Service type

Compensation

SUNTRUST BANKS, INC.2+ years

Service code 21

303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308

Bank Trustee

$12,271

MOODY DUNBAR, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOODY DUNBAR, INC. PROFIT SHARING 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