Retirement plan

A-DEC, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

Name: A-DEC, INC. - A-DEC, INC. 401(K) PROFIT SHARING RETIREMENT PLAN (2015) Form 5500
Creator: A-DEC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A-DEC, INC. 401(K) PROFIT SHARING RETIREMENT PLAN, A-DEC, INC.

A-DEC, INC.EIN 93-0555952Plan #001PY 2015

2601 CRESTVIEW DRIVE - NEWBERG, OR 971320111503-538-9471a-dec.comLinkedIn1001-5000 employeesmedical devices

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$181.7M

No prior year

Total participants

1,103

No prior year

Average account balance

$170,331

No prior year

Annual return

-2.78%

No prior year

Benchmarks

See 742 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort742 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$248.75M

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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.

1,520

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$118

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 4 by compensation

Provider	Service type	Compensation
SLOY DAHL & HOLST1+ years Filed as: SLOY, DAHL & HOLST, INC. Service code 28 · EIN 93-0989022	Investment Management	$147,117
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833	Recordkeeping	$5,611
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$151K

$150 / participant

Investment mgmt$145K96.3%
Other / not subdivided$6K3.7%

% of EOY assets

0.083%

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: KPMG, LLP
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$170,331

$71,957+136.7%

$67,652+151.8%

$59,188+187.8%

Participation rate

96.4%

82.7%+13.7pp

75.7%+20.7pp

69.4%+27.0pp

Annual return

-2.78%

8.53%-11.3pp

6625.40%-6628.2pp

5.51%-8.3pp

Employer contribution / active EE

$6,028

$2,432+147.9%

$2,266+166.1%

$2,098+187.3%

Participant deferral / active EE

$2,571

$4,211-38.9%

$3,560-27.8%

$3,265-21.2%

Admin fee / account holder

$142

$64+120.5%

$4,821-97.1%

$92+53.4%

Provider

Service type

Compensation

SLOY DAHL & HOLST1+ years

Filed as: SLOY, DAHL & HOLST, INC.

Service code 28 · EIN 93-0989022

Investment Management

$147,117

CHARLES SCHWAB & CO., INC.1+ years

Filed as: SCHWAB RETIREMENT PLAN SERVICES INC

Service code 15 · EIN 34-1479833

Recordkeeping

$5,611

CHARLES SCHWAB & CO., INC.1+ years

Filed as: CHARLES SCHWAB & CO AND AFFILIATES

Service code 59

Shareholder Servicing

CHARLES SCHWAB & CO., INC.1+ years

Service code 59 · EIN 94-1737782

Shareholder Servicing

A-DEC, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A-DEC, INC. 401(K) PROFIT SHARING RETIREMENT 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