Retirement plan

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

Name: D & B ENGINEERS AND ARCHITECTS, D.P.C. - D & B ENGINEERS AND ARCHITECTS, D.P.C. EMPLOYEES SAVINGS AND RETIREMENT PLAN (2021) Form 5500
Creator: D & B ENGINEERS AND ARCHITECTS, D.P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D & B ENGINEERS AND ARCHITECTS, D.P.C. EMPLOYEES SAVINGS AND RETIREMENT PLAN, D & B ENGINEERS AND ARCHITECTS, D.P.C.

D & B ENGINEERS AND ARCHITECTS, D.P.C.EIN 11-2393559Plan #003PY 2021

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$68.9M

+6.9% from 2020

Total participants

323

-2.4% from 2020

Average account balance

$219,984

+9.7% from 2020

Annual return

14.30%

-0.68 pp from 2020

Benchmarks

See 5,719 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,719 peers

Snapshot2021

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

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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

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

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930	Recordkeeping	$5,994

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

$6K

$31 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PKF O'CONNOR DAVIES, LLP
Auditor EIN: 271728945
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$219,984

$104,475+110.6%

$159,436+38.0%

$79,386+177.1%

Participation rate

94.6%

76.6%+18.0pp

82.8%+11.8pp

70.7%+23.9pp

Annual return

14.30%

67.95%-53.7pp

263.57%-249.3pp

116.85%-102.6pp

Employer contribution / active EE

$4,661

$3,417+36.4%

$4,829-3.5%

$2,427+92.0%

Participant deferral / active EE

$9,453

$6,467+46.2%

$7,352+28.6%

$4,046+133.7%

Admin fee / account holder

$18

$711-97.4%

$10,799-99.8%

$626-97.1%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.7+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$5,994

D & B ENGINEERS AND ARCHITECTS, D.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, D.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