Retirement plan

EMPLOYEE BENEFIT PLAN OF DELAWARE CURATIVE WORKSHOP

Name: DELAWARE CURATIVE WORKSHOP - EMPLOYEE BENEFIT PLAN OF DELAWARE CURATIVE WORKSHOP (2020) Form 5500
Creator: DELAWARE CURATIVE WORKSHOP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF DELAWARE CURATIVE WORKSHOP, DELAWARE CURATIVE WORKSHOP

DELAWARE CURATIVE WORKSHOPEIN 51-0079055Plan #003PY 2020

PO BOX 4453 - GREENVILLE, DE 198070453302-353-8282

Other plans on this EIN

1 filing

#004Retirement-$34K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$41K

+11.7% from 2019

Total participants

0.0% from 2019

Average account balance

$20,428

+11.7% from 2019

Annual return

11.71%

-10.56 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-9.45%

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 codes2G2J

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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$48

Other / not subdivided$48100.0%

% of EOY assets

0.117%

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

$20,428

$209,422-90.2%

$178,503-88.6%

$158,982-87.2%

Participation rate

0.0%

86.4%-86.4pp

81.9%-81.9pp

82.0%-82.0pp

Annual return

11.71%

188.81%-177.1pp

151.12%-139.4pp

302.99%-291.3pp

Employer contribution / active EE

$5,707-100.0%

$5,011-100.0%

$4,763-100.0%

Participant deferral / active EE

$5,955-100.0%

$5,202-100.0%

$5,983-100.0%

Admin fee / account holder

$24

$17,079-99.9%

$13,987-99.8%

$11,252-99.8%

EMPLOYEE BENEFIT PLAN OF DELAWARE CURATIVE WORKSHOP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF DELAWARE CURATIVE WORKSHOP

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