Retirement plan

DEVELOPMENTAL PATHWAYS, INC.401(K) PLAN

Name: DEVELOPMENTAL PATHWAYS, INC. - DEVELOPMENTAL PATHWAYS, INC.401(K) PLAN (2021) Form 5500
Creator: DEVELOPMENTAL PATHWAYS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEVELOPMENTAL PATHWAYS, INC.401(K) PLAN, DEVELOPMENTAL PATHWAYS, INC.

DEVELOPMENTAL PATHWAYS, INC.EIN 84-0534643Plan #001PY 2021

14280 E JEWELL AVE SUITE A - AURORA, CO 80012303-360-6600dpcolo.orgLinkedIn501-1000 employeesnon-profit organization management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$24.3M

+9.3% from 2020

Total participants

626

-7.8% from 2020

Average account balance

$52,616

+12.3% from 2020

Annual return

16.50%

-2.24 pp from 2020

Benchmarks

See 867 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort867 peers

Snapshot2021

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$21.39M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

441

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.

61.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.04M

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

+16.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16

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

1 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.

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Service providers

Top 10 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907	Other Services	$18,499
ALLSPRING1 year Service code 52 · EIN 41-0449260	Indirect Investment Fees	$0
CAUSEWAY CAPITAL MANAGEMENT LLC3 years Filed as: CAUSEWAY Service code 52 · EIN 95-4861680	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
INVESCO3 years Service code 52 · EIN 13-3867060	Indirect Investment Fees	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.6 years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$0
METROPOLITAN WEST ASSET MANAGEMENT5 years Service code 52 · EIN 95-4597302	Indirect Investment Fees	$0
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 51-0082711	Indirect Investment Fees	$0
VICTORY5 years Service code 52 · EIN 31-6364605	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3H2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

$18K

$39 / participant

Investment mgmt$40.0%
Contract admin$11K62.1%
Other / not subdivided$7K37.9%

% of EOY assets

0.076%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: EIDE BAILY
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,616

$58,290-9.7%

$98,442-46.6%

$86,799-39.4%

Participation rate

65.6%

68.3%-2.7pp

73.3%-7.7pp

72.3%-6.7pp

Annual return

16.50%

43.48%-27.0pp

1492.73%-1476.2pp

97.91%-81.4pp

Employer contribution / active EE

$1,267

$2,008-36.9%

$2,960-57.2%

$2,405-47.3%

Participant deferral / active EE

$2,578

$3,152-18.2%

$4,276-39.7%

$4,131-37.6%

Admin fee / account holder

$40

$138-70.9%

$5,949-99.3%

$170-76.3%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 49 · EIN 84-0467907

Other Services

$18,499

ALLSPRING1 year

Service code 52 · EIN 41-0449260

Indirect Investment Fees

CAUSEWAY CAPITAL MANAGEMENT LLC3 years

Filed as: CAUSEWAY

Service code 52 · EIN 95-4861680

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS5 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

INVESCO3 years

Service code 52 · EIN 13-3867060

Indirect Investment Fees

MASSACHUSETTS MUTUAL LIFE INS. CO.6 years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

METROPOLITAN WEST ASSET MANAGEMENT5 years

Service code 52 · EIN 95-4597302

Indirect Investment Fees

T ROWE PRICE RPS INC5 years

Filed as: T. ROWE PRICE

Service code 52 · EIN 52-1827505

Indirect Investment Fees

THE VANGUARD GROUP, INC.5 years

Filed as: VANGUARD

Service code 52 · EIN 51-0082711

Indirect Investment Fees

VICTORY5 years

Service code 52 · EIN 31-6364605

Indirect Investment Fees

DEVELOPMENTAL PATHWAYS, INC.401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEVELOPMENTAL PATHWAYS, INC.401(K) 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