Retirement plan

DEAN SEARCH ASSOCIATES RETIREMENT PLAN

Name: DEAN PATSAVAS & ASSOCIATES, INC. - DEAN SEARCH ASSOCIATES RETIREMENT PLAN (2019) 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 2019

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

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

+21.4% from 2018

Total participants

0.0% from 2018

Average account balance

$297,827

+21.4% from 2018

Annual return

17.74%

+25.24 pp from 2018

Benchmarks

See 13,237 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,237 peers

Snapshot2019

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3K

$554 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.186%

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

$297,827

$104,937+183.8%

$84,628+251.9%

$152,897+94.8%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.5%+17.5pp

Annual return

17.74%

373.88%-356.1pp

258.80%-241.1pp

345.43%-327.7pp

Employer contribution / active EE

$2,877

$3,303-12.9%

$2,653+8.4%

$4,764-39.6%

Participant deferral / active EE

$6,024

$4,690+28.4%

$3,900+54.5%

$5,851+2.9%

Admin fee / account holder

$554

$6,243-91.1%

$4,914-88.7%

$11,599-95.2%

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