Retirement plan

D & B ENGINEERS AND ARCHITECTS, P. C. EMPLOYEES SAVINGS AND RETIREMENT PLAN

Name: D & B ENGINEERS AND ARCHITECTS, P.C. - D & B ENGINEERS AND ARCHITECTS, P. C. EMPLOYEES SAVINGS AND RETIREMENT PLAN (2017) Form 5500
Creator: D & B ENGINEERS AND ARCHITECTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D & B ENGINEERS AND ARCHITECTS, P. C. EMPLOYEES SAVINGS AND RETIREMENT PLAN, D & B ENGINEERS AND ARCHITECTS, P.C.

D & B ENGINEERS AND ARCHITECTS, P.C.EIN 11-2393559Plan #003PY 2017

330 CROSSWAYS PARK DRIVE - WOODBURY, NY 117972015516-364-9890

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$52.1M

+23.3% from 2016

Total participants

394

+12.3% from 2016

Average account balance

$133,868

+4.6% from 2016

Annual return

18.26%

+10.28 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$74.46M

Not enough data

1 years with asset history on file

Average account balance

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

$249K

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.

299

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.46M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102

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 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930	Recordkeeping	$2,405

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$6 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 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: ALBRECHT, VIGGIANO, ZURECK & CO.
Auditor EIN: 112556624
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$133,868

$155,795-14.1%

$136,298-1.8%

$69,631+92.3%

Participation rate

98.3%

75.2%+23.1pp

81.9%+16.4pp

70.7%+27.6pp

Annual return

18.26%

232464.33%-232446.1pp

5156.27%-5138.0pp

27571.02%-27552.8pp

Employer contribution / active EE

$3,758

$2,991+25.6%

$4,696-20.0%

$2,032+84.9%

Participant deferral / active EE

$7,410

$5,394+37.4%

$6,247+18.6%

$3,224+129.8%

Admin fee / account holder

$128-96.2%

$9,244-99.9%

$110-95.5%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$2,405

D & B ENGINEERS AND ARCHITECTS, P. C. EMPLOYEES SAVINGS AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D & B ENGINEERS AND ARCHITECTS, P. C. EMPLOYEES SAVINGS AND 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