Retirement plan

DIVINE MERCY INVESTMENTS RETIREMENT PLAN

Name: DIVINE MERCY INVESTMENTS, INC. - DIVINE MERCY INVESTMENTS RETIREMENT PLAN (2017) Form 5500
Creator: DIVINE MERCY INVESTMENTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIVINE MERCY INVESTMENTS RETIREMENT PLAN, DIVINE MERCY INVESTMENTS, INC.

DIVINE MERCY INVESTMENTS, INC.EIN 81-1253665Plan #001PY 2017

1101 W 34TH ST PMB 233 - AUSTIN, TX 78705512-621-5572LinkedIn1-10 employeesinvestment management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$95K

-42.1% from 2016

Total participants

-50.0% from 2016

Average account balance

$94,736

-42.1% from 2016

Annual return

-42.06%

-42.06 pp from 2016

Benchmarks

See 899 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort899 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

-53.53%

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$94,736

$167,483-43.4%

$115,752-18.2%

$147,585-35.8%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

82.8%+17.2pp

Annual return

-42.06%

12.11%-54.2pp

19.41%-61.5pp

578.58%-620.6pp

Employer contribution / active EE

$4,960-100.0%

$3,492-100.0%

$4,876-100.0%

Participant deferral / active EE

$7,037-100.0%

$5,204-100.0%

$5,439-100.0%

Admin fee / account holder

$13,069-100.0%

$6,278-100.0%

$10,886-100.0%

DIVINE MERCY INVESTMENTS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DIVINE MERCY INVESTMENTS 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