Retirement plan

DRA TAGGART 401(K) PLAN

Name: DRA AMERICAS, INC. - DRA TAGGART 401(K) PLAN (2015) Form 5500
Creator: DRA AMERICAS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DRA TAGGART 401(K) PLAN, DRA AMERICAS, INC.

DRA AMERICAS, INC.EIN 90-0997234Plan #001PY 2015

4000 TOWN CENTER BLVD., SUITE 200 - CANONSBURG, PA 15317724-754-9800

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$23.4M

No prior year

Total participants

367

No prior year

Average account balance

$81,513

No prior year

Annual return

-1.02%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.68M

Not enough data

1 years with asset history on file

Average account balance

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

$157K

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.

84.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$259K

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

+14.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6065

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

Top 2 by compensation

Provider	Service type	Compensation
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571	Advisory (Plan)	$55,035
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754	Recordkeeping	$23,585

Plan features & details

Pension benefit codes2E2G2J2K3D3H

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.
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$79K

$361 / participant

Investment mgmt$55K70.0%
Contract admin$24K30.0%
Other / not subdivided$70.0%

% of EOY assets

0.336%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HOROVITZ, RUDOY AND ROTEMAN, LLC
Auditor EIN: 251031723
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,513

$70,002+16.4%

$115,037-29.1%

$52,331+55.8%

Participation rate

63.3%

72.1%-8.8pp

81.4%-18.1pp

68.1%-4.8pp

Annual return

-1.02%

4.04%-5.1pp

26.14%-27.2pp

4.54%-5.6pp

Employer contribution / active EE

$1,807

$2,715-33.5%

$4,608-60.8%

$1,882-4.0%

Participant deferral / active EE

$5,125

$4,920+4.2%

$6,026-15.0%

$3,022+69.6%

Admin fee / account holder

$274

$566-51.6%

$8,175-96.6%

$592-53.7%

Provider

Service type

Compensation

COMMONWEALTH FINANCIAL NETWORK1+ years

Service code 27 · EIN 04-2675571

Advisory (Plan)

$55,035

ASCENSUS LLC1+ years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

Recordkeeping

$23,585

DRA TAGGART 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DRA TAGGART 401(K) 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