Retirement plan

DEWOLFF, BOBERG & ASSOCIATES EMPLOYEES' SAVINGS PLAN

Name: DEWOLFF, BOBERG & ASSOCIATES - DEWOLFF, BOBERG & ASSOCIATES EMPLOYEES' SAVINGS PLAN (2018) Form 5500
Creator: DEWOLFF, BOBERG & ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEWOLFF, BOBERG & ASSOCIATES EMPLOYEES' SAVINGS PLAN, DEWOLFF, BOBERG & ASSOCIATES

DEWOLFF, BOBERG & ASSOCIATESEIN 57-0868048Plan #003PY 2018

5501 LBJ FREEWAY, SUITE 850 - DALLAS, TX 75240843-785-4018dewolffboberg.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.2M

-23.5% from 2017

Total participants

120

-17.2% from 2017

Average account balance

$73,907

-0.1% from 2017

Annual return

-5.63%

-21.56 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.42M

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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.

97.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$555K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15592

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

Top 3 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION1 year Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 55 1300 S CLINTON ST · FORT WAYNE, IN 46802	Other Commissions	$22,581
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SERVICE Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897	Recordkeeping	$14,569
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$8,149

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

$10K

$166 / participant

Contract admin$10K100.0%

% of EOY assets

0.123%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DIXON HUGHES GOODMAN, LLP
Auditor EIN: 560747981
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,907

$77,817-5.0%

$123,553-40.2%

$64,173+15.2%

Participation rate

85.2%

74.7%+10.5pp

82.3%+3.0pp

69.6%+15.7pp

Annual return

-5.63%

12.49%-18.1pp

119.21%-124.8pp

7.63%-13.3pp

Employer contribution / active EE

$3,014-100.0%

$4,628-100.0%

$2,381-100.0%

Participant deferral / active EE

$5,628

$5,240+7.4%

$6,426-12.4%

$3,470+62.2%

Admin fee / account holder

$91

$5,519-98.3%

$9,284-99.0%

$4,887-98.1%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION1 year

Filed as: LINCOLN FINANCIAL ADVISORS COR

Service code 55

1300 S CLINTON ST · FORT WAYNE, IN 46802

Other Commissions

$22,581

PENSION ASSURANCE LLP4+ years

Filed as: THE PENSION SERVICE

Service code 15 · EIN 16-1613026

270 NORTHPOINTE PKWY · AMHERST, NY 142281897

Recordkeeping

$14,569

NATIONWIDE4+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$8,149

DEWOLFF, BOBERG & ASSOCIATES EMPLOYEES' SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEWOLFF, BOBERG & ASSOCIATES EMPLOYEES' SAVINGS 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