Retirement plan

DELUCA & RESSEL, L.L.C. 401(K) PROFIT SHARING PLAN

Name: DELUCA & RESSEL, L.L.C. - DELUCA & RESSEL, L.L.C. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: DELUCA & RESSEL, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELUCA & RESSEL, L.L.C. 401(K) PROFIT SHARING PLAN, DELUCA & RESSEL, L.L.C.

DELUCA & RESSEL, L.L.C.EIN 81-0626355Plan #001PY 2020

3429 MARINER BOULEVARD - SPRING HILL, FL 34609352-666-9898

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

-48.5% from 2019

Total participants

-19.0% from 2019

Average account balance

$109,575

-36.3% from 2019

Annual return

9.56%

-2.68 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.36M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

84.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$151K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6144

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$2.4M

$168415 / participant

Other / not subdivided$2M100.0%

% of EOY assets

126.574%

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

$109,575

$209,428-47.7%

$178,498-38.6%

$158,950-31.1%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

9.56%

188.78%-179.2pp

151.09%-141.5pp

302.91%-293.3pp

Employer contribution / active EE

$8,439

$5,707+47.9%

$5,011+68.4%

$4,762+77.2%

Participant deferral / active EE

$8,710

$5,955+46.3%

$5,202+67.4%

$5,983+45.6%

Admin fee / account holder

$138,695

$17,077+712.2%

$13,985+891.7%

$11,248+1133.0%

DELUCA & RESSEL, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELUCA & RESSEL, L.L.C. 401(K) PROFIT SHARING 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