Retirement plan

THE DELTA PENSION PLAN

Name: DELTA COMMUNITY SUPPORTS, INC. - THE DELTA PENSION PLAN (2023) Form 5500
Creator: DELTA COMMUNITY SUPPORTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DELTA PENSION PLAN, DELTA COMMUNITY SUPPORTS, INC.

DELTA COMMUNITY SUPPORTS, INC.EIN 23-2016631Plan #001PY 2023

1777 SENTRY PARKWAY WEST, GWYNEDO HALL, SUITE 400 - BLUE BELL, PA 19422215-654-1000deltaweb.orgLinkedIn501-1000 employeesindividual & family services

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed March 4, 2021 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

1777 Sentry Parkway West, Gwynedd Hall, Suite 400

Blue Bell, PA 19422

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Plans declared (2)

Delta Community Supports, Inc. 457(b) Deferred Compensation Plan1 emp
Delta Community Supports, Inc. 457(f) Deferred Compensation Plan1 emp

Total covered: 2 employees

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Total assets (EOY)

$22.9M

+1.3% from 2022

Total participants

739

-6.8% from 2022

Average account balance

$31,560

+6.4% from 2022

Annual return

18.75%

+35.07 pp from 2022

Benchmarks

See 4,041 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,041 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.04M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

630

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.

94.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.64M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$191

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
BLB & B ADVISORS, LLC1 year Service code 27 103 MONTGOMERY AVENUE · MONTGOMERYVILLE, PA 18936	Advisory (Plan)	$13,913
CPI QUALIFIED PLAN CONSULTANTS, INC1 year Service code 15 · EIN 48-1205033	Recordkeeping	$9,753

Plan features & details

Pension benefit codes2E2F2G2I2K2S2T3D3H

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.
2I
Stock bonus
Stock bonus plan.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$93K

$183 / participant

Recordkeeping$6K6.2%
Investment mgmt$83K89.5%
Contract admin$4K4.3%

% of EOY assets

0.407%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: YOUNG, OAKES, BROWN & CO. PC
Auditor EIN: 251589048
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,560

$47,135-33.0%

$149,717-78.9%

$74,440-57.6%

Participation rate

97.4%

63.4%+34.0pp

78.8%+18.7pp

70.7%+26.7pp

Annual return

18.75%

22.75%-4.0pp

134.41%-115.7pp

34.37%-15.6pp

Employer contribution / active EE

$1,072

$1,906-43.8%

$4,820-77.8%

$2,638-59.4%

Participant deferral / active EE

$2,017

$2,728-26.1%

$5,682-64.5%

$4,529-55.5%

Admin fee / account holder

$128

$343-62.5%

$13,213-99.0%

$348-63.1%

Provider

Service type

Compensation

BLB & B ADVISORS, LLC1 year

Service code 27

103 MONTGOMERY AVENUE · MONTGOMERYVILLE, PA 18936

Advisory (Plan)

$13,913

CPI QUALIFIED PLAN CONSULTANTS, INC1 year

Service code 15 · EIN 48-1205033

Recordkeeping

$9,753

THE DELTA PENSION PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DELTA PENSION PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

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