Retirement plan

DIXIE LANDSCAPE 401(K) RETIREMENT PLAN

Name: DIXIE LANDSCAPE - DIXIE LANDSCAPE 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: DIXIE LANDSCAPE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIXIE LANDSCAPE 401(K) RETIREMENT PLAN, DIXIE LANDSCAPE

DIXIE LANDSCAPEEIN 59-2305363Plan #001PY 2024

PO BOX 160328 - MIAMI, FL 331160328305-884-5700dixielandscape.comLinkedIn201-500 employeesconstruction

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$9.9M

+18.1% from 2023

Total participants

344

+3.3% from 2023

Average account balance

$81,295

+13.3% from 2023

Annual return

11.35%

-7.79 pp from 2023

Benchmarks

See 1,035 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort1,035 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.92M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

122

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.

32.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$961K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.35%

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

1 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
WORLD INVESTMENT ADVISORS LLC1 year Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, OH 43215	Advisory (Plan)	$20,905
NATIONAL BENEFIT SERVICES, LLC10+ years Service code 13 · EIN 20-3886993	Contract Administrator	$4,429
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$0

Plan features & details

Pension benefit codes2J2E2K2F2G3D

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KSDT
Auditor EIN: 260547877
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,295

$65,960+23.2%

$81,844-0.7%

$77,736+4.6%

Participation rate

32.9%

65.8%-32.8pp

72.4%-39.5pp

70.6%-37.7pp

Annual return

11.35%

26.64%-15.3pp

778.87%-767.5pp

31.26%-19.9pp

Employer contribution / active EE

$1,194

$2,375-49.7%

$2,916-59.0%

$2,728-56.2%

Participant deferral / active EE

$1,709

$3,505-51.2%

$4,323-60.5%

$4,651-63.3%

Admin fee / account holder

$526-100.0%

$7,355-100.0%

$433-100.0%

Provider

Service type

Compensation

WORLD INVESTMENT ADVISORS LLC1 year

Filed as: WORLD INVESTMENT ADVISORS

Service code 27

24 E COTA ST STE 200 · SANTA BARBARA, OH 43215

Advisory (Plan)

$20,905

NATIONAL BENEFIT SERVICES, LLC10+ years

Service code 13 · EIN 20-3886993

Contract Administrator

$4,429

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

DIXIE LANDSCAPE 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DIXIE LANDSCAPE 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion