Retirement plan

DICKENS MITCHENER & ASSOCIATES SAFE HARBOR 401(K) PLAN

Name: DICKENS MITCHENER & ASSOCIATES - DICKENS MITCHENER & ASSOCIATES SAFE HARBOR 401(K) PLAN (2020) Form 5500
Creator: DICKENS MITCHENER & ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DICKENS MITCHENER & ASSOCIATES SAFE HARBOR 401(K) PLAN, DICKENS MITCHENER & ASSOCIATES

DICKENS MITCHENER & ASSOCIATESEIN 56-1751575Plan #001PY 2020

2330 RANDOLPH ROAD - CHARLOTTE, NC 28207704-342-1000LinkedIn11-50 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$666K

+31.4% from 2019

Total participants

+6.7% from 2019

Average account balance

$41,627

+23.2% from 2019

Annual return

17.03%

-3.47 pp from 2019

Benchmarks

See 16,000 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,000 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.59M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

185.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

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

+12.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1329

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 codes2J

Plan features

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

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

$11K

$927 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.670%

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

$41,627

$228,395-81.8%

$185,861-77.6%

$158,982-73.8%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

17.03%

40.82%-23.8pp

35.96%-18.9pp

302.99%-286.0pp

Employer contribution / active EE

$2,400

$4,968-51.7%

$4,088-41.3%

$4,763-49.6%

Participant deferral / active EE

$4,605

$6,417-28.2%

$5,634-18.3%

$5,983-23.0%

Admin fee / account holder

$695

$11,869-94.1%

$9,503-92.7%

$11,252-93.8%

DICKENS MITCHENER & ASSOCIATES SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DICKENS MITCHENER & ASSOCIATES SAFE HARBOR 401(K) 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