Retirement plan

DELTA PROTECTIVE SERVICES, INC. 401(K) PLAN

Name: DELTA PROTECTIVE SERVICES, INC. 401(K) PLAN - DELTA PROTECTIVE SERVICES, INC. 401(K) PLAN (2024) Form 5500
Creator: DELTA PROTECTIVE SERVICES, INC. 401(K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELTA PROTECTIVE SERVICES, INC. 401(K) PLAN, DELTA PROTECTIVE SERVICES, INC. 401(K) PLAN

DELTA PROTECTIVE SERVICES, INC. 401(K) PLANEIN 01-0557807Plan #001PY 2024

141 E. ACACIA STREET - STOCKTON, CA 95202209-547-2980deltaprotectiveservices.comLinkedIn51-200 employeessecurity and investigations

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$300K

+57.3% from 2023

Total participants

+23.1% from 2023

Average account balance

$6,977

+20.7% from 2023

Annual return

10.06%

-9.08 pp from 2023

Benchmarks

See 5,418 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,418 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$300K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

138.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$184

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

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

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 codes2J2F2G3D

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.
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.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$256 / participant

Other / not subdivided$8K100.0%

% of EOY assets

2.643%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,977

$57,073-87.8%

$85,126-91.8%

$80,925-91.4%

Participation rate

83.9%

56.4%+27.5pp

67.5%+16.3pp

67.7%+16.2pp

Annual return

10.06%

21.69%-11.6pp

66.63%-56.6pp

35.65%-25.6pp

Employer contribution / active EE

$737

$1,801-59.1%

$2,731-73.0%

$2,756-73.3%

Participant deferral / active EE

$2,193

$3,113-29.5%

$4,523-51.5%

$4,299-49.0%

Admin fee / account holder

$184

$4,988-96.3%

$6,160-97.0%

$6,940-97.3%

DELTA PROTECTIVE SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELTA PROTECTIVE SERVICES, INC. 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