Retirement plan

EMPLOYEE BENEFIT PLAN OF DP CLINICAL, INC.

Name: DP CLINICAL, INC. - EMPLOYEE BENEFIT PLAN OF DP CLINICAL, INC. (2018) Form 5500
Creator: DP CLINICAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF DP CLINICAL, INC., DP CLINICAL, INC.

DP CLINICAL, INC.EIN 52-1962261Plan #001PY 2018

9201 CORPORATE BLVD STE 350 - ROCKVILLE, MD 208507208301-294-6226dpclinical.comLinkedIn51-200 employeesresearch

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.8M

-5.9% from 2017

Total participants

-25.9% from 2017

Average account balance

$65,469

+18.5% from 2017

Annual return

-6.33%

-18.62 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.10M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

151.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$476K

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

+14.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2898

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 codes2F2T3D2G2J

Plan features

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

$371K

$9055 / participant

Other / not subdivided$371K100.0%

% of EOY assets

9.778%

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

$65,469

$77,816-15.9%

$123,552-47.0%

$64,173+2.0%

Participation rate

87.8%

74.7%+13.1pp

82.3%+5.5pp

69.6%+18.2pp

Annual return

-6.33%

12.49%-18.8pp

119.20%-125.5pp

7.63%-14.0pp

Employer contribution / active EE

$2,490

$3,014-17.4%

$4,628-46.2%

$2,381+4.6%

Participant deferral / active EE

$7,033

$5,240+34.2%

$6,426+9.4%

$3,470+102.7%

Admin fee / account holder

$6,401

$5,519+16.0%

$9,285-31.1%

$4,887+31.0%

EMPLOYEE BENEFIT PLAN OF DP CLINICAL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF DP CLINICAL, INC.

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