Retirement plan

DEAN SEARCH ASSOCIATES RETIREMENT PLAN

Name: DEAN PATSAVAS & ASSOCIATES, INC. - DEAN SEARCH ASSOCIATES RETIREMENT PLAN (2018) Form 5500
Creator: DEAN PATSAVAS & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEAN SEARCH ASSOCIATES RETIREMENT PLAN, DEAN PATSAVAS & ASSOCIATES, INC.

DEAN PATSAVAS & ASSOCIATES, INC.EIN 36-0399413Plan #001PY 2018

1700 PARK ST STE 101 - NAPERVILLE, IL 605632364630-637-1671

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

-2.0% from 2017

Total participants

0.0% from 2017

Average account balance

$245,391

-2.0% from 2017

Annual return

-7.50%

-23.08 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$333K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+9.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18344

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$505 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.206%

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

$245,391

$95,188+157.8%

$76,518+220.7%

$135,380+81.3%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

-7.50%

4.85%-12.4pp

-0.27%-7.2pp

519.81%-527.3pp

Employer contribution / active EE

$4,431

$3,303+34.2%

$2,647+67.4%

$4,779-7.3%

Participant deferral / active EE

$9,303

$4,640+100.5%

$3,836+142.5%

$5,609+65.9%

Admin fee / account holder

$505

$6,249-91.9%

$4,849-89.6%

$10,828-95.3%

DEAN SEARCH ASSOCIATES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEAN SEARCH ASSOCIATES RETIREMENT 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