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Retirement plan

DOMINION ENERGY KEWAUNEE UNION SAVINGS PLAN

DOMINION ENERGY, INC.EIN 54-1229715Plan #009PY 2018
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ATTENTION BENEFITS REPORTING - RICHMOND, VA 232193927877-947-4636dominionenergy.comLinkedIn10001+ employeesutilities
Other plans on this EIN
9 filings
#101Retirement-$5.83B assets#001Retirement-$3.18B assets#016Retirement-$1.09B assets#015Retirement-$720.0M assets#005Retirement-$447.1M assets#028Retirement-$212.8M assets#027Retirement-$144.4M assets#021Retirement-$39.0M assets#008Retirement-$23.4M assets
Prospect flagsLow returnsHigh feesLow participationWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
JOSH BLAKENEY, CONTROLLER
Signed 09/06/2019
(877) 947-4636
Plan administrator signer
JASON HATCHER, ACCOUNTING MANAGER
Signed 09/06/2019
Plan administrator entity
DOMINION ENERGY SERVICES, INC.
EIN 541962730
701 EAST CARY STREET · RICHMOND, VA 232193927
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Summary metrics

Total assets (EOY)
$8.6M
-4.8% from 2016
Total participants
60
+9.2% from 2016
Average account balance
$152,991
-12.9% from 2016
Annual return
-13.62%
-14.79 pp from 2016

Benchmarks

See 935 peers
Peer group
Industry55 - Management of Companies and Enterprises
Plan typeDefined contribution
Participants<25
Cohort935 peers
Snapshot2018
Participant deferral / active EE
$17,134
median $5,641
Employer contribution / active EE
$6,316
median $2,310
Participation rate
0.0%
median 100.0%
Avg account balance
$152,991
median $73,531
Admin fee / account holder
$52,566
median $614
Annual return
-13.62%
median -5.66%
Overall peer rank
34th percentileavg across 6 metrics

Analytics

2015 - 2019
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$153K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
56
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$94K
Contributions per participant
Average employer and participant contribution per enrolled participant
$23K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-78.35%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
0 years with F_SCH_H allocation on file

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.

Top hat statement on fileNQDC

Filed April 5, 2021 (most recent of 5 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
120 Tredegar Street
Richmond, VA 23219
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • Dominion Energy, Inc. Deferred Compensation Plan26 emp
Open the filing PDF

Plan features & details

Pension benefit codes2A2E2F2H2J2K2O3F
Plan features
  • 2A
    Age/service weighted or new comparability plan
    Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
  • 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).
  • 2H
    Partial participant-directed account plan
    Participants have the opportunity to direct the investment of a portion 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.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

4 tripped
  • OpportunityLow participation

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

  • OpportunityHigh fees

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

  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$2.9M
$735928 / participant
  • Other / not subdivided$3M100.0%
% of EOY assets
34.359%
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
-