Retirement plan

GARDNER DENVER INC IND ACCT RET PLAN FOR EES IN MACHINISTS BARGAINING UNIT

Name: GARDNER DENVER, INC. - GARDNER DENVER INC IND ACCT RET PLAN FOR EES IN MACHINISTS BARGAINING UNIT (2015) Form 5500
Creator: GARDNER DENVER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARDNER DENVER INC IND ACCT RET PLAN FOR EES IN MACHINISTS BARGAINING UNIT, GARDNER DENVER, INC.

GARDNER DENVER, INC.EIN 76-0419383Plan #006PY 2015

1800 GARDNER EXPRESSWAY - QUINCY, IL 62305217-222-5400

Other plans on this EIN

2 filings

#002Retirement-$259.7M assets #001Retirement-$61.4M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$8.5M

+6.2% from 2016

Total participants

145

+31.8% from 2016

Average account balance

$58,852

-21.1% from 2016

Annual return

0.48%

-4.11 pp from 2016

Benchmarks

See 3,906 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort3,906 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52019

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 codes2E2G2J

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.

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

$5K

$42 / participant

Investment mgmt$4K96.7%
Other / not subdivided$1503.3%

% of EOY assets

0.054%

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: RUBINBROWN LLP
Auditor EIN: 430765316
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,852

$54,320+8.3%

$67,652-13.0%

$52,331+12.5%

Participation rate

99.1%

73.6%+25.5pp

75.7%+23.4pp

68.1%+31.0pp

Annual return

0.48%

6.81%-6.3pp

6625.40%-6624.9pp

4.54%-4.1pp

Employer contribution / active EE

$1,258

$1,544-18.5%

$2,266-44.5%

$1,882-33.2%

Participant deferral / active EE

$1,317

$2,950-55.3%

$3,560-63.0%

$3,022-56.4%

Admin fee / account holder

$32

$527-94.0%

$4,821-99.3%

$592-94.6%

GARDNER DENVER INC IND ACCT RET PLAN FOR EES IN MACHINISTS BARGAINING UNIT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GARDNER DENVER INC IND ACCT RET PLAN FOR EES IN MACHINISTS BARGAINING UNIT

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