Retirement plan

DALE GRIMES ENTERPRISES, INC. RETIREMENT PLAN

Name: DALE GRIMES ENTERPRISES, INC. - DALE GRIMES ENTERPRISES, INC. RETIREMENT PLAN (2015) Form 5500
Creator: DALE GRIMES ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DALE GRIMES ENTERPRISES, INC. RETIREMENT PLAN, DALE GRIMES ENTERPRISES, INC.

DALE GRIMES ENTERPRISES, INC.EIN 75-2386600Plan #001PY 2015

14250 FM ROAD 344 WEST - BULLARD, TX 75757903-825-2120LinkedIn51-200 employeesconsumer goods

Other plans on this EIN

1 filing

#002Retirement-$1.1M assets

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$522K

No prior year

Total participants

No prior year

Average account balance

$7,676

No prior year

Annual return

-3.45%

No prior year

Benchmarks

See 1,848 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort1,848 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.60M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

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.

106.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$194K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3462

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2D2E2G2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$20K

$439 / participant

Other / not subdivided$20K100.0%

% of EOY assets

3.782%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$7,676

$45,438-83.1%

$80,004-90.4%

$59,633-87.1%

Participation rate

97.8%

63.7%+34.0pp

73.0%+24.8pp

68.7%+29.1pp

Annual return

-3.45%

5.10%-8.6pp

7.63%-11.1pp

2041.45%-2044.9pp

Employer contribution / active EE

$3,420

$1,236+176.7%

$2,473+38.3%

$2,203+55.3%

Participant deferral / active EE

$1,067

$2,231-52.2%

$3,204-66.7%

$3,192-66.6%

Admin fee / account holder

$290

$3,464-91.6%

$5,033-94.2%

$4,297-93.2%

DALE GRIMES ENTERPRISES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DALE GRIMES ENTERPRISES, INC. RETIREMENT 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