Retirement plan

DELTA COMPUTER CONSULTING 401(K) PLAN

Name: DELTA COMPUTER CONSULTING - DELTA COMPUTER CONSULTING 401(K) PLAN (2018) Form 5500
Creator: DELTA COMPUTER CONSULTING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELTA COMPUTER CONSULTING 401(K) PLAN, DELTA COMPUTER CONSULTING

DELTA COMPUTER CONSULTINGEIN 33-0252871Plan #001PY 2018

25550 HAWTHORNE BLVD, SUITE 106 - TORRANCE, CA 90505424-206-7301deltacci.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$15.9M

-13.3% from 2017

Total participants

200

+0.5% from 2017

Average account balance

$135,481

-11.1% from 2017

Annual return

-3.99%

-21.83 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.71M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

176

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.

62.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$402

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$6,665
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984	Other Services	$0

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

Expense breakdown

Schedule H Part II

Admin total

$7K

$44 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.042%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KMJ CORBIN & COMPANY
Auditor EIN: 810569753
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$135,481

$73,102+85.3%

$123,552+9.7%

$56,287+140.7%

Participation rate

45.8%

74.3%-28.6pp

82.3%-36.5pp

69.9%-24.1pp

Annual return

-3.99%

3.01%-7.0pp

119.20%-123.2pp

-9.96%+6.0pp

Employer contribution / active EE

$2,977-100.0%

$4,628-100.0%

$2,111-100.0%

Participant deferral / active EE

$7,775

$5,423+43.4%

$6,426+21.0%

$3,350+132.1%

Admin fee / account holder

$57

$554-89.7%

$9,285-99.4%

$521-89.1%

Provider

Service type

Compensation

ADP BROKER-DEALER4+ years

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$6,665

ADP BROKER-DEALER4+ years

Service code 49 · EIN 22-3319984

Other Services

DELTA COMPUTER CONSULTING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELTA COMPUTER CONSULTING 401(K) PLAN

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