Retirement plan

DELPHI DRUG ALCOHOL COUNCIL 401 K PROFIT SHARING PLAN TRUST

Name: DELPHI DRUG & ALCOHOL COUNCIL - DELPHI DRUG ALCOHOL COUNCIL 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: DELPHI DRUG & ALCOHOL COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELPHI DRUG ALCOHOL COUNCIL 401 K PROFIT SHARING PLAN TRUST, DELPHI DRUG & ALCOHOL COUNCIL

DELPHI DRUG & ALCOHOL COUNCILEIN 16-1007079Plan #001PY 2017

1839 EAST RIDGE RD - ROCHESTER, NY 14622585-467-2230

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$929K

+30.4% from 2016

Total participants

+13.0% from 2016

Average account balance

$17,201

+18.4% from 2016

Annual return

14.15%

+8.48 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$681K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

69.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5975

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 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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$12K

$184 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.309%

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

$17,201

$84,236-79.6%

$170,435-89.9%

$70,126-75.5%

Participation rate

50.0%

70.8%-20.8pp

83.6%-33.6pp

69.5%-19.5pp

Annual return

14.15%

23.06%-8.9pp

205.94%-191.8pp

73.15%-59.0pp

Employer contribution / active EE

$713

$3,387-79.0%

$5,432-86.9%

$2,343-69.6%

Participant deferral / active EE

$1,147

$3,086-62.8%

$4,939-76.8%

$3,332-65.6%

Admin fee / account holder

$225

$5,698-96.0%

$13,881-98.4%

$4,645-95.2%

DELPHI DRUG ALCOHOL COUNCIL 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELPHI DRUG ALCOHOL COUNCIL 401 K PROFIT SHARING PLAN TRUST

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