Retirement plan

D2G GROUP, LLC 401(K) PLAN

Name: D2G GROUP, LLC - D2G GROUP, LLC 401(K) PLAN (2022) Form 5500
Creator: D2G GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D2G GROUP, LLC 401(K) PLAN, D2G GROUP, LLC

D2G GROUP, LLCEIN 84-3510758Plan #001PY 2022

81 COMMERCE DRIVE - FALL RIVER, MA 02720401-247-0333

Prospect flagsLow assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$5.7M

-12.1% from 2021

Total participants

368

+7.3% from 2021

Average account balance

$18,762

-22.8% from 2021

Annual return

-17.89%

-35.28 pp from 2021

Benchmarks

See 1,872 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.36M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

277

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.

72.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$808K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$128

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$19,197
PATRIOT BENEFIT SOLUTIONS INSURANCE2 years Filed as: THE PATRIOT FINANCIAL GRP INS AGENY Service code 99 182 TURNPIKE RD STE 200 · WESTBOROUGH, MA 01581	Other Fees	$17,118
RONALD BLUE & COMPANY2 years Filed as: RON-CO-FID--INDEX-COMPREHENSIVE Service code 99 5440 W 110TH ST · SHAWNEE MISSION, KS 66211	Other Fees	$4,566

Plan features & details

Pension benefit codes2E2F2G2K2J3D

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.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$24K

$104 / participant

Other / not subdivided$24K100.0%

% of EOY assets

0.414%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ASSURANCE DIMENSIONS
Auditor EIN: 233429295
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,762

$72,620-74.2%

$90,760-79.3%

$66,938-72.0%

Participation rate

72.4%

73.7%-1.3pp

75.7%-3.3pp

69.8%+2.6pp

Annual return

-17.89%

-12.28%-5.6pp

-12.16%-5.7pp

1.58%-19.5pp

Employer contribution / active EE

$888

$2,369-62.5%

$2,922-69.6%

$2,545-65.1%

Participant deferral / active EE

$2,583

$3,979-35.1%

$4,565-43.4%

$4,238-39.0%

Admin fee / account holder

$78

$707-89.0%

$8,444-99.1%

$594-86.9%

Provider

Service type

Compensation

NATIONWIDE3+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$19,197

PATRIOT BENEFIT SOLUTIONS INSURANCE2 years

Filed as: THE PATRIOT FINANCIAL GRP INS AGENY

Service code 99

182 TURNPIKE RD STE 200 · WESTBOROUGH, MA 01581

Other Fees

$17,118

RONALD BLUE & COMPANY2 years

Filed as: RON-CO-FID--INDEX-COMPREHENSIVE

Service code 99

5440 W 110TH ST · SHAWNEE MISSION, KS 66211

Other Fees

$4,566

D2G GROUP, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D2G GROUP, LLC 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