Retirement plan

ALFRED I DUPONT TESTAMENTARY T 401 K PROFIT SHARING PLAN TRUST

Name: ALFRED I DUPONT TESTAMENTARY T - ALFRED I DUPONT TESTAMENTARY T 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: ALFRED I DUPONT TESTAMENTARY T
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALFRED I DUPONT TESTAMENTARY T 401 K PROFIT SHARING PLAN TRUST, ALFRED I DUPONT TESTAMENTARY T

ALFRED I DUPONT TESTAMENTARY TEIN 59-0226560Plan #001PY 2015

TRUST, 510 ALFRED DUPONT PL - JACKSONVILLE, FL 322024902904-394-9840alfrediduponttrust.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow fidelity bond

Top hat statement on fileNQDC

Filed November 28, 2019

Plan administrator

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510 Alfred I. duPont Place

Jacksonville, FL 32202

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Plans declared (1)

Alfred I. duPont Charitable Trust 457(b) Deferred Compensation Plan4 emp

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Total assets (EOY)

$1.6M

No prior year

Total participants

No prior year

Average account balance

$80,488

No prior year

Annual return

-2.26%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$73K

$4270 / participant

Other / not subdivided$73K100.0%

% of EOY assets

4.510%

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

$80,488

$84,684-5.0%

$73,835+9.0%

$125,388-35.8%

Participation rate

94.1%

76.8%+17.4pp

73.4%+20.7pp

83.2%+10.9pp

Annual return

-2.26%

3123.93%-3126.2pp

2268.13%-2270.4pp

282.24%-284.5pp

Employer contribution / active EE

$4,129

$3,123+32.2%

$2,788+48.1%

$4,866-15.1%

Participant deferral / active EE

$7,934

$3,993+98.7%

$3,583+121.4%

$5,352+48.3%

Admin fee / account holder

$3,630

$5,691-36.2%

$4,880-25.6%

$9,541-62.0%

ALFRED I DUPONT TESTAMENTARY T 401 K PROFIT SHARING PLAN TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALFRED I DUPONT TESTAMENTARY T 401 K PROFIT SHARING PLAN TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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