Retirement plan

DEWEY PEST & WILDLIFE 401K PLAN

Name: DEWEY PEST & WILDLIFE - DEWEY PEST & WILDLIFE 401K PLAN (2023) Form 5500
Creator: DEWEY PEST & WILDLIFE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEWEY PEST & WILDLIFE 401K PLAN, DEWEY PEST & WILDLIFE

DEWEY PEST & WILDLIFEEIN 84-3555977Plan #001PY 2023

1 CONDON WAY, SUITE D - HOPEDALE, MA 01747508-802-3058deweypestandwildlife.comLinkedIn1-10 employeesconsumer services

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$445K

+34.3% from 2022

Total participants

-28.6% from 2022

Average account balance

$74,124

+34.3% from 2022

Annual return

11.26%

+31.27 pp from 2022

Benchmarks

See 18,494 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,494 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$705K

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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)

$303

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$9K

$1050 / participant

Other / not subdivided$9K100.0%

% of EOY assets

2.124%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$74,124

$96,361-23.1%

$80,607-8.0%

$139,456-46.8%

Participation rate

55.6%

73.6%-18.1pp

67.0%-11.5pp

80.3%-24.8pp

Annual return

11.26%

1350.95%-1339.7pp

936.11%-924.9pp

373.45%-362.2pp

Employer contribution / active EE

$1,700

$3,262-47.9%

$2,724-37.6%

$4,753-64.2%

Participant deferral / active EE

$6,776

$5,232+29.5%

$4,448+52.4%

$6,711+1.0%

Admin fee / account holder

$1,575

$6,601-76.1%

$5,379-70.7%

$11,407-86.2%

DEWEY PEST & WILDLIFE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEWEY PEST & WILDLIFE 401K 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