Retirement plan

GARDNER DENVER, INC. INDIVIDUAL ACCOUNT RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES AT QUINCY, IL PLAN

Name: GARDNER DENVER, INC. - GARDNER DENVER, INC. INDIVIDUAL ACCOUNT RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES AT QUINCY, IL PLAN (2018) Form 5500
Creator: GARDNER DENVER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARDNER DENVER, INC. INDIVIDUAL ACCOUNT RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES AT QUINCY, IL PLAN, GARDNER DENVER, INC.

GARDNER DENVER, INC.EIN 76-0419383Plan #006PY 2018

222 E. ERIE STREET, SUITE 500 - MILWAUKEE, WI 53202414-212-4764

Other plans on this EIN

2 filings

#002Retirement-$263.4M assets #001Retirement-$58.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.4M

+6.2% from 2016

Total participants

+31.8% from 2016

Average account balance

$116,651

-21.1% from 2016

Annual return

-3.64%

-4.11 pp from 2016

Benchmarks

See 14,948 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,948 peers

Snapshot2018

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 codes2E2G2J3H

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$9K

$235 / participant

Investment mgmt$30.0%
Other / not subdivided$9K100.0%

% of EOY assets

0.139%

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

$116,651

$62,583+86.4%

$76,768+52.0%

$64,173+81.8%

Participation rate

100.0%

72.8%+27.2pp

77.0%+23.0pp

69.6%+30.4pp

Annual return

-3.64%

-1.95%-1.7pp

2.43%-6.1pp

7.63%-11.3pp

Employer contribution / active EE

$1,847

$1,832+0.8%

$2,485-25.7%

$2,381-22.4%

Participant deferral / active EE

$2,701

$3,145-14.1%

$3,852-29.9%

$3,470-22.2%

Admin fee / account holder

$162

$4,667-96.5%

$6,676-97.6%

$4,887-96.7%

GARDNER DENVER, INC. INDIVIDUAL ACCOUNT RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES AT QUINCY, IL PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GARDNER DENVER, INC. INDIVIDUAL ACCOUNT RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES AT QUINCY, IL 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