Retirement plan

DOMINION DUE DILIGENCE GROUP EMPLOYEES' RETIREMENT PLAN

Name: DOMINION ENVIRONMENTAL GROUP, INC. DBA DOMINION DUE DILIGENCE GROUP - DOMINION DUE DILIGENCE GROUP EMPLOYEES' RETIREMENT PLAN (2020) Form 5500
Creator: DOMINION ENVIRONMENTAL GROUP, INC. DBA DOMINION DUE DILIGENCE GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOMINION DUE DILIGENCE GROUP EMPLOYEES' RETIREMENT PLAN, DOMINION ENVIRONMENTAL GROUP, INC. DBA DOMINION DUE DILIGENCE GROUP

DOMINION ENVIRONMENTAL GROUP, INC. DBA DOMINION DUE DILIGENCE GROUPEIN 54-1720249Plan #001PY 2020

201 WYLDEROSE DRIVE - MIDLOTHIAN, VA 23113804-237-1891

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 30, 2018 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

201 WYLDEROSE DRIVE

MIDLOTHIAN State: VA Zip Code: 23113

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Plans declared (2)

Performance Share Plan20 emp
Supplemental Executive Retirement Plan6 emp

Total covered: 26 employees

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Total assets (EOY)

$8.7M

+24.8% from 2019

Total participants

141

+2.9% from 2019

Average account balance

$64,299

+20.2% from 2019

Annual return

21.46%

-9.18 pp from 2019

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.34M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

155

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.14M

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

+16.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$232

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

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
SECURIAN FINANCIAL SERVICES INC2 years Filed as: SECURIAN FINANCIAL SERVICES Service code 27 · EIN 41-1486060	Advisory (Plan)	$23,303
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930	Recordkeeping	$692
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754	Contract Administrator	$1

Plan features & details

Pension benefit codes2E2J2K2F2G3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$24K

$205 / participant

Contract admin$24K100.0%

% of EOY assets

0.276%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KEITER
Auditor EIN: 541631262
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,299

$99,957-35.7%

$149,745-57.1%

$73,497-12.5%

Participation rate

94.9%

75.7%+19.2pp

82.5%+12.4pp

70.7%+24.2pp

Annual return

21.46%

53.87%-32.4pp

276.72%-255.3pp

28.51%-7.0pp

Employer contribution / active EE

$1,741

$3,191-45.4%

$4,646-62.5%

$2,270-23.3%

Participant deferral / active EE

$5,750

$6,073-5.3%

$6,843-16.0%

$3,740+53.7%

Admin fee / account holder

$178

$551-67.7%

$9,312-98.1%

$513-65.4%

Provider

Service type

Compensation

SECURIAN FINANCIAL SERVICES INC2 years

Filed as: SECURIAN FINANCIAL SERVICES

Service code 27 · EIN 41-1486060

Advisory (Plan)

$23,303

THE VANGUARD GROUP, INC.1 year

Service code 15 · EIN 23-1945930

Recordkeeping

$692

ASCENSUS LLC1 year

Service code 13 · EIN 11-3665754

Contract Administrator

DOMINION DUE DILIGENCE GROUP EMPLOYEES' RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOMINION DUE DILIGENCE GROUP EMPLOYEES' RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

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