Retirement plan

DELTA KAPPA GAMMA SOCIETY 401(K) PLAN AND TRUST

Name: DELTA KAPPA GAMMA SOCIETY INTERNATIONAL - DELTA KAPPA GAMMA SOCIETY 401(K) PLAN AND TRUST (2022) Form 5500
Creator: DELTA KAPPA GAMMA SOCIETY INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELTA KAPPA GAMMA SOCIETY 401(K) PLAN AND TRUST, DELTA KAPPA GAMMA SOCIETY INTERNATIONAL

DELTA KAPPA GAMMA SOCIETY INTERNATIONALEIN 74-0589548Plan #002PY 2022

416 WEST 12TH STREET - AUSTIN, TX 787011817512-478-5748deltakappagamma.netLinkedIn11-50 employeesexecutive office

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

-10.5% from 2021

Total participants

0.0% from 2021

Average account balance

$77,777

-10.5% from 2021

Annual return

-14.25%

-42.04 pp from 2021

Benchmarks

See 39,357 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,357 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.14M

Not enough data

1 years with asset history on file

Average account balance

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

$267K

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.

53.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26846

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$64K

$3737 / participant

Other / not subdivided$64K100.0%

% of EOY assets

3.551%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,777

$92,703-16.1%

$82,719-6.0%

$134,475-42.2%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

81.2%+18.8pp

Annual return

-14.25%

944.92%-959.2pp

701.18%-715.4pp

417.96%-432.2pp

Employer contribution / active EE

$4,052

$3,274+23.8%

$3,009+34.7%

$4,740-14.5%

Participant deferral / active EE

$3,206

$4,802-33.2%

$4,395-27.1%

$6,400-49.9%

Admin fee / account holder

$2,762

$5,983-53.8%

$5,329-48.2%

$11,426-75.8%

DELTA KAPPA GAMMA SOCIETY 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELTA KAPPA GAMMA SOCIETY 401(K) PLAN AND TRUST

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