Retirement plan

DDI EMPLOYEES' RETIREMENT PLAN

Name: DEVELOPMENT DIMENSIONS INTERNATIONAL - DDI EMPLOYEES' RETIREMENT PLAN (2017) Form 5500
Creator: DEVELOPMENT DIMENSIONS INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DDI EMPLOYEES' RETIREMENT PLAN, DEVELOPMENT DIMENSIONS INTERNATIONAL

DEVELOPMENT DIMENSIONS INTERNATIONALEIN 13-2662069Plan #002PY 2017

1225 WASHINGTON PIKE - BRIDGEVILLE, PA 150172838412-257-0600LinkedIn501-1000 employeesmanagement consulting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$130.4M

+13.0% from 2016

Total participants

770

-6.3% from 2016

Average account balance

$172,777

+19.4% from 2016

Annual return

16.74%

+9.14 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

$126.85M

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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.

581

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.

91.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.86M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$303

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 3 by compensation

Provider	Service type	Compensation
HIRTLE, CALLAGHAN & COMPANY3+ years Filed as: HIRTLE CALLAGHAN Service code 26 · EIN 23-2516071 FIVE TOWER BRIDGE SUITE 500 · WEST CONSHOHOCKEN, PA 194282998	Advisory (Participants)	$460,833
STATE STREET GLOBAL ADVISORS3+ years Filed as: DEUTSCHE BANK Service code 19 · EIN 13-4941247 280 PARK AVENUE 7TH FLOOR · NEW YORK, NY 100171216	Securities Custodian	$63,299
NORTHWEST RETIREMENT SERVICES3+ years Service code 15 · EIN 25-1809719 1030 STATE STREET SUITE 2 · ERIE, PA 16501	Recordkeeping	$34,350

Plan features & details

Pension benefit codes2E2G2J2K2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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.

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

$560K

$997 / participant

Other / not subdivided$560K100.0%

% of EOY assets

0.430%

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: SCHNEIDER DOWNS & CO. INC.
Auditor EIN: 251408703
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$172,777

$155,795+10.9%

$136,298+26.8%

$69,631+148.1%

Participation rate

97.3%

75.2%+22.1pp

81.9%+15.4pp

70.7%+26.6pp

Annual return

16.74%

232464.33%-232447.6pp

5156.27%-5139.5pp

27571.02%-27554.3pp

Employer contribution / active EE

$3,367

$2,991+12.6%

$4,696-28.3%

$2,032+65.7%

Participant deferral / active EE

$7,097

$5,394+31.6%

$6,247+13.6%

$3,224+120.1%

Admin fee / account holder

$742

$128+478.8%

$9,244-92.0%

$110+572.1%

Provider

Service type

Compensation

HIRTLE, CALLAGHAN & COMPANY3+ years

Filed as: HIRTLE CALLAGHAN

Service code 26 · EIN 23-2516071

FIVE TOWER BRIDGE SUITE 500 · WEST CONSHOHOCKEN, PA 194282998

Advisory (Participants)

$460,833

STATE STREET GLOBAL ADVISORS3+ years

Filed as: DEUTSCHE BANK

Service code 19 · EIN 13-4941247

280 PARK AVENUE 7TH FLOOR · NEW YORK, NY 100171216

Securities Custodian

$63,299

NORTHWEST RETIREMENT SERVICES3+ years

Service code 15 · EIN 25-1809719

1030 STATE STREET SUITE 2 · ERIE, PA 16501

Recordkeeping

$34,350

DDI EMPLOYEES' RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DDI EMPLOYEES' 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