Retirement plan

UNIVERSITY OF DAYTON DEFINED CONTRIBUTION RETIREMENT PLAN

Name: UNIVERSITY OF DAYTON - UNIVERSITY OF DAYTON DEFINED CONTRIBUTION RETIREMENT PLAN (2018) Form 5500
Creator: UNIVERSITY OF DAYTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY OF DAYTON DEFINED CONTRIBUTION RETIREMENT PLAN, UNIVERSITY OF DAYTON

UNIVERSITY OF DAYTONEIN 31-0536715Plan #101PY 2018

300 COLLEGE PARK - DAYTON, OH 454691614937-229-2541udayton.eduLinkedIn1001-5000 employeeshigher education

Other plans on this EIN

1 filing

#001Retirement-$440.6M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 27, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$240.3M

-3.3% from 2017

Total participants

5,105

+4.5% from 2017

Average account balance

$47,220

-7.5% from 2017

Annual return

-3.09%

-17.83 pp from 2017

Benchmarks

See 265 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort265 peers

Snapshot2018

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$382.02M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

5,105

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.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.75M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$51

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.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
DYNAMIC PENSION SERVICES, INC.4+ years Service code 17 · EIN 31-1585572	Pension Consulting	$17,781
CLARK, SCHAEFER, HACKETT & CO.3 years Service code 10 · EIN 31-0800053	Accounting	$13,750
TIAA3 years Service code 15 · EIN 13-1624203	Recordkeeping	$2,613

Plan features & details

Pension benefit codes2A2C2F2G2K2R2S

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).
2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$42K

$14 / participant

Investment mgmt$8K19.1%
Other / not subdivided$34K80.9%

% of EOY assets

0.018%

all-in expense ratio

Categories reported

1 / 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: CLARK, SCHAEFER, HACKETT & CO.
Auditor EIN: 310800053
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,220

$87,173-45.8%

$59,878-21.1%

$75,289-37.3%

Participation rate

99.5%

74.5%+25.0pp

74.7%+24.8pp

72.4%+27.0pp

Annual return

-3.09%

-2.14%-0.9pp

3.46%-6.5pp

-0.04%-3.1pp

Employer contribution / active EE

$4,058

$3,473+16.8%

$2,722+49.1%

$2,405+68.7%

Participant deferral / active EE

$3,379-100.0%

$3,402-100.0%

$3,739-100.0%

Admin fee / account holder

$75-88.9%

$3,590-99.8%

$102-91.9%

Provider

Service type

Compensation

DYNAMIC PENSION SERVICES, INC.4+ years

Service code 17 · EIN 31-1585572

Pension Consulting

$17,781

CLARK, SCHAEFER, HACKETT & CO.3 years

Service code 10 · EIN 31-0800053

Accounting

$13,750

TIAA3 years

Service code 15 · EIN 13-1624203

Recordkeeping

$2,613

UNIVERSITY OF DAYTON DEFINED CONTRIBUTION RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSITY OF DAYTON DEFINED CONTRIBUTION RETIREMENT PLAN

Top hat statement on fileNQDC

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