Retirement plan

THE GARDNER DENVER, INC. RETIREMENT SAVINGS PLAN

Name: GARDNER DENVER, INC. - THE GARDNER DENVER, INC. RETIREMENT SAVINGS PLAN (2020) Form 5500
Creator: GARDNER DENVER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE GARDNER DENVER, INC. RETIREMENT SAVINGS PLAN, GARDNER DENVER, INC.

GARDNER DENVER, INC.EIN 76-0419383Plan #002PY 2020

525 HARBOUR PLACE DRIVE #600, DEPARTMENT 10 - DAVIDSON, NC 28036888-922-0016

Other plans on this EIN

3 filings

#001Retirement-$64.2M assets #006Retirement-$5.2M assets #003Retirement-$1.1M assets

Prospect flagsHigh assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$1337M

-2.1% from 2016

Total participants

2,430

+12.7% from 2016

Average account balance

$572,588

+1.1% from 2016

Annual return

348.79%

-9.46 pp from 2016

Benchmarks

See 763 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort763 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40B

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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.

7,602

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.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+18.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$79

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 3 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$229,627
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 37 · EIN 04-2647786	Loan Processing	$118,277
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL,LLC Service code 11 · EIN 83-1116912	Actuarial	$64,167

Plan features & details

Pension benefit codes2E2G2J2K2R3H

Plan features

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

Expense breakdown

Schedule H Part II

Admin total

$417K

$258 / participant

Investment mgmt$230K55.1%
Other / not subdivided$187K44.9%

% of EOY assets

0.031%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$572,588

$176,471+224.5%

$95,968+496.6%

$90,274+534.3%

Participation rate

94.1%

86.6%+7.6pp

77.1%+17.0pp

73.4%+20.8pp

Annual return

348.79%

20.15%+328.6pp

91.65%+257.1pp

53.97%+294.8pp

Employer contribution / active EE

$4,706

$2,783+69.1%

$2,542+85.2%

$2,523+86.5%

Participant deferral / active EE

$6,556

$5,325+23.1%

$4,167+57.3%

$4,231+55.0%

Admin fee / account holder

$179

$154+15.8%

$6,798-97.4%

$114+56.5%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.2 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$229,627

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 37 · EIN 04-2647786

Loan Processing

$118,277

BUCK GLOBAL, LLC1 year

Filed as: BUCK GLOBAL,LLC

Service code 11 · EIN 83-1116912

Actuarial

$64,167

THE GARDNER DENVER, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE GARDNER DENVER, INC. RETIREMENT 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