Retirement plan

DEGOLYER AND MACNAUGHTON EMPLOYEES' SAVINGS PLAN

Name: D & M HOLDING INC. - DEGOLYER AND MACNAUGHTON EMPLOYEES' SAVINGS PLAN (2015) Form 5500
Creator: D & M HOLDING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEGOLYER AND MACNAUGHTON EMPLOYEES' SAVINGS PLAN, D & M HOLDING INC.

D & M HOLDING INC.EIN 75-0771709Plan #001PY 2015

5001 SPRING VALLEY ROAD, SUITE 800E - DALLAS, TX 75244214-368-6391

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$110.8M

No prior year

Total participants

202

No prior year

Average account balance

$553,982

No prior year

Annual return

-1.09%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$119.12M

Not enough data

1 years with asset history on file

Average account balance

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

$722K

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.

165

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.95M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+12.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$944

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
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930	Recordkeeping	$2,100

Plan features & details

Pension benefit codes2E2F2H2J2T

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$57K

$307 / participant

Other / not subdivided$57K100.0%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$553,982

$70,002+691.4%

$115,037+381.6%

$52,331+958.6%

Participation rate

98.9%

72.1%+26.8pp

81.4%+17.6pp

68.1%+30.8pp

Annual return

-1.09%

4.04%-5.1pp

26.14%-27.2pp

4.54%-5.6pp

Employer contribution / active EE

$25,092

$2,715+824.2%

$4,608+444.5%

$1,882+1233.5%

Participant deferral / active EE

$7,724

$4,920+57.0%

$6,026+28.2%

$3,022+155.6%

Admin fee / account holder

$285

$566-49.6%

$8,175-96.5%

$592-51.8%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$2,100

DEGOLYER AND MACNAUGHTON EMPLOYEES' SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEGOLYER AND MACNAUGHTON EMPLOYEES' 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