Retirement plan

DAVIS EXTERMINATORS, INC. 401(K) PLAN

Name: DAVIS EXTERMINATORS, INC. - DAVIS EXTERMINATORS, INC. 401(K) PLAN (2018) Form 5500
Creator: DAVIS EXTERMINATORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVIS EXTERMINATORS, INC. 401(K) PLAN, DAVIS EXTERMINATORS, INC.

DAVIS EXTERMINATORS, INC.EIN 59-1549524Plan #001PY 2018

2153 FRANKFORD AVENUE - PANAMA CITY, FL 32405850-763-4142

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$605K

+8.2% from 2017

Total participants

+9.1% from 2017

Average account balance

$60,489

-13.5% from 2017

Annual return

2.52%

-4.27 pp from 2017

Benchmarks

See 12,594 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,594 peers

Snapshot2018

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

$1K

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

+0.00%

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

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 codes2G2J3D

Plan features

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

$2K

$158 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.313%

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

$60,489

$95,193-36.5%

$76,523-21.0%

$135,382-55.3%

Participation rate

83.3%

74.4%+8.9pp

68.0%+15.3pp

82.6%+0.7pp

Annual return

2.52%

4.85%-2.3pp

-0.27%+2.8pp

519.77%-517.3pp

Employer contribution / active EE

$925

$3,302-72.0%

$2,647-65.0%

$4,779-80.6%

Participant deferral / active EE

$1,704

$4,639-63.3%

$3,835-55.6%

$5,609-69.6%

Admin fee / account holder

$190

$6,249-97.0%

$4,848-96.1%

$10,829-98.2%

DAVIS EXTERMINATORS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVIS EXTERMINATORS, INC. 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