Retirement plan

DIGITAL CONTROL, INCORPORATED 401K PLAN

Name: DIGITAL CONTROL, INCORPORATED - DIGITAL CONTROL, INCORPORATED 401K PLAN (2021) Form 5500
Creator: DIGITAL CONTROL, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIGITAL CONTROL, INCORPORATED 401K PLAN, DIGITAL CONTROL, INCORPORATED

DIGITAL CONTROL, INCORPORATEDEIN 91-1227988Plan #002PY 2021

19625 62ND AVENUE S., SUITE B103 - KENT, WA 98032253-395-2761digital-control.comLinkedIn51-200 employeesconsumer electronics

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$35.2M

+9.0% from 2020

Total participants

182

+2.8% from 2020

Average account balance

$198,645

+9.0% from 2020

Annual return

14.99%

+0.06 pp from 2020

Benchmarks

See 4,054 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,054 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$47.95M

Not enough data

1 years with asset history on file

Average account balance

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

$233K

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

$3.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23

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
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 99	Other Fees	$35,175
HUNNEX AND SHOEMAKER, INC.1 year Service code 49 · EIN 91-1072394 701 5TH AVE · SEATTLE, WA 98104	Other Services	$16,437
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 99 · EIN 06-1397347	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

$4K

$29 / participant

Contract admin$4K100.0%

% of EOY assets

0.011%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$198,645

$84,936+133.9%

$111,303+78.5%

$79,393+150.2%

Participation rate

96.3%

75.9%+20.4pp

77.3%+19.0pp

70.7%+25.6pp

Annual return

14.99%

17.45%-2.5pp

54.66%-39.7pp

116.87%-101.9pp

Employer contribution / active EE

$5,187

$1,979+162.1%

$2,731+89.9%

$2,428+113.7%

Participant deferral / active EE

$10,790

$3,888+177.5%

$4,487+140.5%

$4,046+166.7%

Admin fee / account holder

$22

$537-95.8%

$7,966-99.7%

$627-96.4%

Provider

Service type

Compensation

USI CONSULTING GROUP1 year

Filed as: USI ADVISORS, INC.

Service code 99

Other Fees

$35,175

HUNNEX AND SHOEMAKER, INC.1 year

Service code 49 · EIN 91-1072394

701 5TH AVE · SEATTLE, WA 98104

Other Services

$16,437

USI CONSULTING GROUP2 years

Filed as: USI ADVISORS INC

Service code 99 · EIN 06-1397347

Other Fees

DIGITAL CONTROL, INCORPORATED 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIGITAL CONTROL, INCORPORATED 401K 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