Retirement plan

DTTS PROFIT SHARING PLAN

Name: DELOITTE TOUCHE TOHMATSU SERVICES, LLC - DTTS PROFIT SHARING PLAN (2023) Form 5500
Creator: DELOITTE TOUCHE TOHMATSU SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DTTS PROFIT SHARING PLAN, DELOITTE TOUCHE TOHMATSU SERVICES, LLC

DELOITTE TOUCHE TOHMATSU SERVICES, LLCEIN 13-3086681Plan #003PY 2023

1221 AVENUE OF THE AMERICAS - NEW YORK, NY 100201001212-489-1600LinkedIn1-10 employees

Other plans on this EIN

2 filings

#002Retirement-$404.8M assets #001Retirement-$225.6M assets

Prospect flagsLow returnsHigh assets / participant

Top hat statement on fileNQDC

Filed April 29, 2020 (most recent of 2 filings on file)

Plan administrator

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1221 Avenue of the Americas

New York, NY 10020

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Plans declared (1)

DTTS Managing Directors Deferred Compensation Plan 202025 emp

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Total assets (EOY)

$137M

-28.2% from 2017

Total participants

159

-11.4% from 2017

Average account balance

$872,736

-20.0% from 2017

Annual return

7.21%

-25.78 pp from 2017

Benchmarks

See 1,360 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,360 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$193.02M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

171

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.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$70K

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

+15.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$333

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930	Advisory (Participants)	$36,251
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$4,007

Plan features & details

Pension benefit codes2A2E2F2G2T3H

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).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$40K

$327 / participant

Contract admin$4K9.2%
Other / not subdivided$36K90.8%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LBMC, PC
Auditor EIN: 621199757
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$872,736

$41,155+2020.6%

$80,669+981.9%

$71,535+1120.0%

Participation rate

98.4%

50.2%+48.1pp

67.0%+31.4pp

67.9%+30.4pp

Annual return

7.21%

38.53%-31.3pp

937.61%-930.4pp

28.97%-21.8pp

Employer contribution / active EE

$37,822

$1,513+2399.5%

$2,724+1288.7%

$2,590+1360.3%

Participant deferral / active EE

$21,729

$2,700+704.6%

$4,444+388.9%

$4,292+406.3%

Admin fee / account holder

$256

$1,842-86.1%

$5,384-95.2%

$1,589-83.9%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2 years

Filed as: VANGUARD ADVISERS INC.

Service code 26 · EIN 23-2811930

Advisory (Participants)

$36,251

THE VANGUARD GROUP, INC.2 years

Filed as: VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$4,007

DTTS PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DTTS PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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