Retirement plan

DULLES EXPO, LLC 401(K) SALARY REDUCTION PLAN

Name: DULLES EXPO, LLC - DULLES EXPO, LLC 401(K) SALARY REDUCTION PLAN (2017) Form 5500
Creator: DULLES EXPO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DULLES EXPO, LLC 401(K) SALARY REDUCTION PLAN, DULLES EXPO, LLC

DULLES EXPO, LLCEIN 71-0869943Plan #333PY 2017

11708 BOWMAN GREEN DRIVE - RESTON, VA 201903501703-827-8300

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$4.4M

No prior year

Total participants

No prior year

Average account balance

$93,911

No prior year

Annual return

15.08%

No prior year

Benchmarks

See 3,723 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,723 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.76M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

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

+13.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8866

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 5 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Filed as: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827	Other Services	$20,377
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Filed as: SIGNATOR INVESTORS INC Service code 49 · EIN 04-2442399	Other Services	$8,977
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$3,421
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786	Loan Processing	$416
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$50 / participant

Contract admin$3K90.6%
Other / not subdivided$3569.4%

% of EOY assets

0.086%

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: GELTRUDE & COMPANY, INC.
Auditor EIN: 223363665
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$93,911

$47,848+96.3%

$81,473+15.3%

$70,126+33.9%

Participation rate

46.1%

58.3%-12.2pp

68.0%-21.9pp

69.5%-23.5pp

Annual return

15.08%

27.25%-12.2pp

38.78%-23.7pp

73.15%-58.1pp

Employer contribution / active EE

$1,289

$1,527-15.6%

$2,568-49.8%

$2,343-45.0%

Participant deferral / active EE

$2,908

$2,453+18.5%

$3,537-17.8%

$3,332-12.7%

Admin fee / account holder

$80

$3,145-97.4%

$4,561-98.2%

$4,645-98.3%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Filed as: SIGNATOR INSURANCE AGENCY INC

Service code 49 · EIN 04-3283827

Other Services

$20,377

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Filed as: SIGNATOR INVESTORS INC

Service code 49 · EIN 04-2442399

Other Services

$8,977

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$3,421

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY INVESTMENTS

Service code 37 · EIN 04-2647786

Loan Processing

$416

WILSHIRE ASSOCIATES INCORPORATED1+ years

Service code 27 · EIN 95-2755361

Advisory (Plan)

DULLES EXPO, LLC 401(K) SALARY REDUCTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DULLES EXPO, LLC 401(K) SALARY REDUCTION 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