Retirement plan

DELTA AIRPORT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: DELTA AIRPORT CONSULTANTS, INC. - DELTA AIRPORT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2017) Form 5500
Creator: DELTA AIRPORT CONSULTANTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELTA AIRPORT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, DELTA AIRPORT CONSULTANTS, INC.

DELTA AIRPORT CONSULTANTS, INC.EIN 54-1214032Plan #003PY 2017

9711 FARRAR CT., SUITE 100 - RICHMOND, VA 232363679804-275-8301deltaairport.comLinkedIn51-200 employeescivil engineering

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$7.3M

+15.1% from 2016

Total participants

+3.1% from 2016

Average account balance

$111,137

+11.6% from 2016

Annual return

10.16%

+2.45 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.34M

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$900K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23664

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 codes2P2I3I2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$453K

$7815 / participant

Other / not subdivided$453K100.0%

% of EOY assets

6.179%

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

$111,137

$85,766+29.6%

$136,297-18.5%

$70,131+58.5%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

10.16%

31.45%-21.3pp

5156.16%-5146.0pp

73.14%-63.0pp

Employer contribution / active EE

$12,931

$2,966+336.0%

$4,696+175.4%

$2,342+452.0%

Participant deferral / active EE

$5,051-100.0%

$6,247-100.0%

$3,332-100.0%

Admin fee / account holder

$6,867

$5,420+26.7%

$9,244-25.7%

$4,645+47.8%

DELTA AIRPORT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELTA AIRPORT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

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