Retirement plan

DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN

Name: DESIGN WORKSHOP, INC. - DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: DESIGN WORKSHOP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN, DESIGN WORKSHOP, INC.

DESIGN WORKSHOP, INC.EIN 84-0819969Plan #001PY 2017

1390 LAWRENCE STREET, SUITE 100 - DENVER, CO 80204303-623-5186designworkshop.comLinkedIn51-200 employeesarchitecture & planning

Other plans on this EIN

1 filing

#002Retirement-$1.8M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 8, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$15.2M

+24.7% from 2016

Total participants

177

+4.7% from 2016

Average account balance

$90,413

+18.8% from 2016

Annual return

22.51%

+15.30 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.26M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

251

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.

91.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.97M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$183

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 1200 17TH STREET · DENVER, CO 80202	Pension Consulting	$30,357
AMERICAN REALTY ADVISORS1 year Filed as: GENERAL AMERICAN LIFE INSURANCE CO. Service code 15 P.O. BOX 6250 · JOHNSTOWN, PA 159076250	Recordkeeping	$5,422
DIGITAL RETIREMENT SOLUTIONS, INC.3+ years Service code 12 · EIN 84-1477138	Participant loan processing; Direct p...	$180
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048	Shareholder servicing fees; Investmen...	$65

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$36K

$360 / participant

Investment mgmt$30K84.3%
Contract admin$1800.5%
Other / not subdivided$5K15.2%

% of EOY assets

0.237%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SINGER LEWAK LLP
Auditor EIN: 952302617
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,413

$80,753+12.0%

$136,298-33.7%

$62,293+45.1%

Participation rate

91.0%

73.5%+17.5pp

81.9%+9.1pp

69.5%+21.5pp

Annual return

22.51%

35.83%-13.3pp

5156.27%-5133.8pp

28.90%-6.4pp

Employer contribution / active EE

$3,201

$2,884+11.0%

$4,696-31.8%

$2,042+56.8%

Participant deferral / active EE

$6,224

$5,164+20.5%

$6,247-0.4%

$3,169+96.4%

Admin fee / account holder

$214

$525-59.2%

$9,244-97.7%

$479-55.3%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.3+ years

Filed as: WELLS FARGO ADVISORS, LLC

Service code 17

1200 17TH STREET · DENVER, CO 80202

Pension Consulting

$30,357

AMERICAN REALTY ADVISORS1 year

Filed as: GENERAL AMERICAN LIFE INSURANCE CO.

Service code 15

P.O. BOX 6250 · JOHNSTOWN, PA 159076250

Recordkeeping

$5,422

DIGITAL RETIREMENT SOLUTIONS, INC.3+ years

Service code 12 · EIN 84-1477138

Participant loan processing; Direct p...

$180

NEWPORT GROUP, INC.2 years

Filed as: MATRIX FINANCIAL SOLUTIONS, INC.

Service code 18 · EIN 20-1591048

Shareholder servicing fees; Investmen...

$65

DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

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