Retirement plan

DEGOLYER AND MACNAUGHTON EMPLOYEES' SAVINGS PLAN

Name: D & M HOLDING INC. - DEGOLYER AND MACNAUGHTON EMPLOYEES' SAVINGS PLAN (2016) 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 2016

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

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$112.1M

+1.2% from 2015

Total participants

194

-4.0% from 2015

Average account balance

$578,048

+4.3% from 2015

Annual return

8.33%

+9.42 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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.2+ years Service code 15 · EIN 23-1945930	Recordkeeping	$2,175

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$95K

$554 / participant

Other / not subdivided$95K100.0%

% of EOY assets

0.084%

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

$578,048

$75,183+668.9%

$123,894+366.6%

$55,167+947.8%

Participation rate

100.0%

72.8%+27.2pp

81.4%+18.6pp

69.0%+31.0pp

Annual return

8.33%

19.01%-10.7pp

47.52%-39.2pp

169.23%-160.9pp

Employer contribution / active EE

$26,361

$2,823+833.7%

$4,617+471.0%

$1,963+1243.2%

Participant deferral / active EE

$7,798

$5,084+53.4%

$5,984+30.3%

$3,054+155.3%

Admin fee / account holder

$488

$663-26.3%

$8,357-94.2%

$504-3.1%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$2,175

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