Retirement plan

DZ COOK COMPANY 401K RETIREMENT AND SAVINGS PLAN

Name: DZ COOK COMPANY - DZ COOK COMPANY 401K RETIREMENT AND SAVINGS PLAN (2017) Form 5500
Creator: DZ COOK COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DZ COOK COMPANY 401K RETIREMENT AND SAVINGS PLAN, DZ COOK COMPANY

DZ COOK COMPANYEIN 94-2207399Plan #002PY 2017

441 VICTORY AVENUE UNIT C - SOUTH SAN FRANCISCO, CA 94080650-871-8378LinkedIn11-50 employeesmanagement consulting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$462K

-47.5% from 2016

Total participants

-15.8% from 2016

Average account balance

$30,777

-37.1% from 2016

Annual return

11.56%

+9.20 pp from 2016

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.10M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

102.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$366K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$444

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$579K

$44543 / participant

Other / not subdivided$579K100.0%

% of EOY assets

125.429%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,777

$98,240-68.7%

$82,313-62.6%

$147,584-79.1%

Participation rate

92.3%

79.7%+12.6pp

76.9%+15.4pp

82.8%+9.5pp

Annual return

11.56%

30.85%-19.3pp

25.88%-14.3pp

578.55%-567.0pp

Employer contribution / active EE

$3,192-100.0%

$2,428-100.0%

$4,876-100.0%

Participant deferral / active EE

$4,528

$4,383+3.3%

$3,706+22.2%

$5,439-16.7%

Admin fee / account holder

$38,604

$8,563+350.8%

$5,608+588.4%

$10,885+254.6%

DZ COOK COMPANY 401K RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DZ COOK COMPANY 401K RETIREMENT AND SAVINGS 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