Retirement plan

DENOON LUMBER COMPANY LLC MONEY PURCHASE PLAN

Name: DENOON LUMBER COMPANY LLC - DENOON LUMBER COMPANY LLC MONEY PURCHASE PLAN (2015) Form 5500
Creator: DENOON LUMBER COMPANY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENOON LUMBER COMPANY LLC MONEY PURCHASE PLAN, DENOON LUMBER COMPANY LLC

DENOON LUMBER COMPANY LLCEIN 80-0872488Plan #001PY 2015

571 COUNTY HWY 52 - BERGHOLZ, OH 43908740-768-2597

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.2M

No prior year

Total participants

115

No prior year

Average account balance

$106,461

No prior year

Annual return

2.19%

No prior year

Benchmarks

See 1,746 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,746 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.78M

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

121

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

$429K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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 5 by compensation

Provider	Service type	Compensation
NATIONAL ASSOCIATES, INC.1+ years Service code 15 · EIN 34-0677453	Recordkeeping	$5,050
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28	Investment Management	$0
AMERICAN FUNDS1+ years Service code 28	Investment Management	$0
VOYA RETIREMENT INSURANCE & ANNUITY1+ years Filed as: ING FINANCIAL ADVISERS Service code 63	12b-1 Fees	$0
VOYA RETIREMENT INSURANCE & ANNUITY1+ years Filed as: ING LIFEINSURAND&ANNUITYCO Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2A2C2F2G2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2C
Money purchase plan
Money purchase pension plan other than a target benefit 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).
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.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$960

$9 / participant

Other / not subdivided$960100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

0 / 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: ZENO, POCKL, LILLY AND COPELAND A.C
Auditor EIN: 463686044
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$106,461

$53,412+99.3%

$68,509+55.4%

$52,331+103.4%

Participation rate

100.0%

71.7%+28.3pp

74.7%+25.3pp

68.1%+31.9pp

Annual return

2.19%

3.42%-1.2pp

8.27%-6.1pp

4.54%-2.4pp

Employer contribution / active EE

$3,854

$1,607+139.8%

$2,278+69.2%

$1,882+104.8%

Participant deferral / active EE

$2,688-100.0%

$3,382-100.0%

$3,022-100.0%

Admin fee / account holder

$461-98.2%

$5,275-99.8%

$592-98.6%

Provider

Service type

Compensation

NATIONAL ASSOCIATES, INC.1+ years

Service code 15 · EIN 34-0677453

Recordkeeping

$5,050

AMERICAN CENTURY1+ years

Filed as: AMERICAN CENTURY INVESTMENTS

Service code 28

Investment Management

AMERICAN FUNDS1+ years

Service code 28

Investment Management

VOYA RETIREMENT INSURANCE & ANNUITY1+ years

Filed as: ING FINANCIAL ADVISERS

Service code 63

12b-1 Fees

VOYA RETIREMENT INSURANCE & ANNUITY1+ years

Filed as: ING LIFEINSURAND&ANNUITYCO

Service code 60

Sub-TA Fees

DENOON LUMBER COMPANY LLC MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENOON LUMBER COMPANY LLC MONEY PURCHASE 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