Retirement plan

DIMENSIONS EDUCATIONAL RESEARC 401(K) PROFIT SHARING PLAN & TRUST

Name: DIMENSIONS EDUCATIONAL RESEARC - DIMENSIONS EDUCATIONAL RESEARC 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: DIMENSIONS EDUCATIONAL RESEARC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIMENSIONS EDUCATIONAL RESEARC 401(K) PROFIT SHARING PLAN & TRUST, DIMENSIONS EDUCATIONAL RESEARC

DIMENSIONS EDUCATIONAL RESEARCEIN 31-1511625Plan #001PY 2020

7700 A STREET - LINCOLN, NE 685102818402-467-6112dimensionsfoundation.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$1.1M

+22.9% from 2019

Total participants

-6.3% from 2019

Average account balance

$33,803

+4.3% from 2019

Annual return

15.20%

-5.86 pp from 2019

Benchmarks

See 3,929 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,929 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.57M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

59.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

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

+14.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2802

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$6K

$73 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.526%

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

$33,803

$49,249-31.4%

$70,476-52.0%

$79,852-57.7%

Participation rate

30.0%

69.2%-39.2pp

75.1%-45.1pp

69.6%-39.6pp

Annual return

15.20%

30.09%-14.9pp

109.12%-93.9pp

31.72%-16.5pp

Employer contribution / active EE

$2,100-100.0%

$2,738-100.0%

$2,471-100.0%

Participant deferral / active EE

$922

$2,769-66.7%

$3,710-75.2%

$3,740-75.4%

Admin fee / account holder

$178

$2,878-93.8%

$3,847-95.4%

$5,306-96.6%

DIMENSIONS EDUCATIONAL RESEARC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIMENSIONS EDUCATIONAL RESEARC 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