Retirement plan

DYMENTUM HEALTH'S 401(K) PLAN

Name: DYMENTUM HEALTH, LLC - DYMENTUM HEALTH'S 401(K) PLAN (2016) Form 5500
Creator: DYMENTUM HEALTH, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DYMENTUM HEALTH'S 401(K) PLAN, DYMENTUM HEALTH, LLC

DYMENTUM HEALTH, LLCEIN 84-1640827Plan #001PY 2016

8300 BOONE BLVD, SUITE 500 - VIENNA, VA 22182703-714-9528dymentumhealth.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$2.8M

No prior year

Total participants

147

No prior year

Average account balance

$20,967

No prior year

Annual return

4.71%

No prior year

Benchmarks

See 3,584 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,584 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.12M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

520.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$147

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

+10.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6801

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$26,585
LARA MAY & ASSOCIATES LLC1+ years Filed as: LARA, MAY & ASSOCIATES, LLC Service code 15 · EIN 26-1142393	Recordkeeping	$8,099
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 21	Bank Trustee	$31
ADP BROKER-DEALER1+ years Service code 59	Shareholder Servicing	$0
CALAMOS ADVISORS LLC1+ years Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2J2K2F2G3D3H

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$35K

$771 / participant

Contract admin$35K100.0%

% of EOY assets

1.225%

all-in expense ratio

Categories reported

1 / 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: SUMMIT CPA GROUP
Auditor EIN: 113730017
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,967

$43,075-51.3%

$74,577-71.9%

$62,881-66.7%

Participation rate

73.3%

58.1%+15.3pp

68.1%+5.2pp

69.3%+4.0pp

Annual return

4.71%

17.50%-12.8pp

20.47%-15.8pp

20.14%-15.4pp

Employer contribution / active EE

$214

$1,498-85.7%

$2,525-91.5%

$2,281-90.6%

Participant deferral / active EE

$4,362

$2,389+82.6%

$3,458+26.1%

$3,203+36.2%

Admin fee / account holder

$257

$2,840-91.0%

$4,138-93.8%

$4,296-94.0%

Provider

Service type

Compensation

ADP BROKER-DEALER1+ years

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$26,585

LARA MAY & ASSOCIATES LLC1+ years

Filed as: LARA, MAY & ASSOCIATES, LLC

Service code 15 · EIN 26-1142393

Recordkeeping

$8,099

RELIANCE TRUST COMPANY1+ years

Filed as: RELIANCE TRUST

Service code 21

Bank Trustee

$31

ADP BROKER-DEALER1+ years

Service code 59

Shareholder Servicing

CALAMOS ADVISORS LLC1+ years

Service code 59

Shareholder Servicing

DYMENTUM HEALTH'S 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DYMENTUM HEALTH'S 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