Retirement plan

DELTA T MGMT RETIREMENT PLAN

Name: DELTA T MANAGEMENT SERVICES LL - DELTA T MGMT RETIREMENT PLAN (2020) Form 5500
Creator: DELTA T MANAGEMENT SERVICES LL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELTA T MGMT RETIREMENT PLAN, DELTA T MANAGEMENT SERVICES LL

DELTA T MANAGEMENT SERVICES LLEIN 82-0548607Plan #001PY 2020

N57 W5732 WILIAMS PLACE - MENOMONEE FALLS, WI 53051

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.3M

+16.5% from 2019

Total participants

-33.3% from 2019

Average account balance

$1,629,517

+74.8% from 2019

Annual return

12.33%

-13.54 pp from 2019

Benchmarks

See 42,032 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,032 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.04M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$70K

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

+12.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$111

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 codes2J

Plan features

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,629,517

$115,814+1307.0%

$101,275+1509.0%

$158,982+925.0%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

12.33%

56.16%-43.8pp

46.48%-34.2pp

302.99%-290.7pp

Employer contribution / active EE

$37,000

$4,176+786.1%

$3,660+910.9%

$4,763+676.9%

Participant deferral / active EE

$22,000

$4,958+343.7%

$4,371+403.4%

$5,983+267.7%

Admin fee / account holder

$7,249-100.0%

$5,948-100.0%

$11,252-100.0%

DELTA T MGMT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DELTA T MGMT 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