Retirement plan

D & D UNDERGROUND UTILITIES, INC. 401(K) PROFIT SHARING PLAN

Name: D & D UNDERGROUND, UTILITIES, INC. - D & D UNDERGROUND UTILITIES, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: D & D UNDERGROUND, UTILITIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D & D UNDERGROUND UTILITIES, INC. 401(K) PROFIT SHARING PLAN, D & D UNDERGROUND, UTILITIES, INC.

D & D UNDERGROUND, UTILITIES, INC.EIN 31-1577008Plan #001PY 2019

2353 HAYS ROAD, NE - BLOOMINGBURG, OH 43106740-437-7201

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+30.3% from 2018

Total participants

+16.7% from 2018

Average account balance

$196,844

+8.6% from 2018

Annual return

25.08%

+32.02 pp from 2018

Benchmarks

See 40,726 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,726 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.27M

Not enough data

1 years with asset history on file

Average account balance

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

$567K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+19.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

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

$196,844

$107,368+83.3%

$92,915+111.9%

$152,909+28.7%

Participation rate

80.0%

79.8%+0.2pp

76.0%+4.0pp

82.5%-2.5pp

Annual return

25.08%

145.64%-120.6pp

109.45%-84.4pp

345.46%-320.4pp

Employer contribution / active EE

$3,345

$4,222-20.8%

$3,653-8.4%

$4,764-29.8%

Participant deferral / active EE

$6,165

$4,848+27.2%

$4,238+45.5%

$5,851+5.4%

Admin fee / account holder

$7,082-100.0%

$5,796-100.0%

$11,601-100.0%

D & D UNDERGROUND UTILITIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

D & D UNDERGROUND UTILITIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion