Retirement plan

DIGITAL CONTROL INCORPORATED 401(K) PLAN

Name: DIGITAL CONTROL INCORPORATED - DIGITAL CONTROL INCORPORATED 401(K) PLAN (2020) Form 5500
Creator: DIGITAL CONTROL INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIGITAL CONTROL INCORPORATED 401(K) PLAN, DIGITAL CONTROL INCORPORATED

DIGITAL CONTROL INCORPORATEDEIN 91-1227988Plan #002PY 2020

19625 62ND AVENUE S, SUITE B103 - KENT, WA 98032253-881-5665digital-control.comLinkedIn51-200 employeesconsumer electronics

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$32.3M

+17.2% from 2019

Total participants

177

-0.6% from 2019

Average account balance

$182,292

+16.5% from 2019

Annual return

14.92%

-7.12 pp from 2019

Benchmarks

See 4,082 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,082 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$41.70M

Not enough data

1 years with asset history on file

Average account balance

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

$202K

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.

206

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

$2.86M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21

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
M HOLDING SECURITIES, INC.2 years Filed as: M HOLDING SERCURITIES, INC. Service code 99	Other Fees	$0
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 99 · EIN 06-1397347	Other Fees	$0
VOYA RETIREMENT INSURANCE & ANNUITY2 years Filed as: VOYA RET INS AND ANN CO Service code 99	Other Fees	$0

Plan features & details

Pension benefit codes2F2G2J2K3D

Plan features

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$17 / participant

Contract admin$2K100.0%

% of EOY assets

0.007%

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: CLARK NUBER
Auditor EIN: 911194016
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$182,292

$73,638+147.6%

$95,964+90.0%

$73,497+148.0%

Participation rate

100.0%

76.2%+23.8pp

77.1%+22.9pp

70.7%+29.3pp

Annual return

14.92%

16.78%-1.9pp

91.64%-76.7pp

28.51%-13.6pp

Employer contribution / active EE

$4,721

$1,863+153.4%

$2,541+85.8%

$2,270+108.0%

Participant deferral / active EE

$9,583

$3,617+165.0%

$4,167+130.0%

$3,740+156.2%

Admin fee / account holder

$13

$482-97.3%

$6,797-99.8%

$513-97.5%

Provider

Service type

Compensation

M HOLDING SECURITIES, INC.2 years

Filed as: M HOLDING SERCURITIES, INC.

Service code 99

Other Fees

USI CONSULTING GROUP1 year

Filed as: USI ADVISORS INC

Service code 99 · EIN 06-1397347

Other Fees

VOYA RETIREMENT INSURANCE & ANNUITY2 years

Filed as: VOYA RET INS AND ANN CO

Service code 99

Other Fees

DIGITAL CONTROL INCORPORATED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIGITAL CONTROL INCORPORATED 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