Retirement plan

THE DONOVAN COMPANY RETIREMENT SAVINGS PLAN

Name: THE DONOVAN COMPANY - THE DONOVAN COMPANY RETIREMENT SAVINGS PLAN (2023) Form 5500
Creator: THE DONOVAN COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DONOVAN COMPANY RETIREMENT SAVINGS PLAN, THE DONOVAN COMPANY

THE DONOVAN COMPANYEIN 33-0269446Plan #001PY 2023

9930 RESARCH DR STE 100 - IRVINE, CA 92618949-640-1333

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$944K

+27.7% from 2022

Total participants

0.0% from 2022

Average account balance

No prior year

Annual return

16.82%

+31.36 pp from 2022

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$534K

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.

40.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+12.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38673

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 codes2G2J3B3D

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$1617 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.514%

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

$148,629-100.0%

$135,982-100.0%

$139,487-100.0%

Participation rate

0.0%

83.9%-83.9pp

81.9%-81.9pp

80.3%-80.3pp

Annual return

16.82%

79.33%-62.5pp

68.32%-51.5pp

373.84%-357.0pp

Employer contribution / active EE

$7,507

$5,247+43.1%

$4,859+54.5%

$4,755+57.9%

Participant deferral / active EE

$19,400

$8,102+139.4%

$7,760+150.0%

$6,713+189.0%

Admin fee / account holder

$12,406-100.0%

$10,767-100.0%

$11,407-100.0%

THE DONOVAN COMPANY RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DONOVAN COMPANY RETIREMENT SAVINGS 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