Retirement plan

DELAGNES, MITCHELL & LINDER, LLP RETIREMENT PLAN

Name: DELAGNES, MITCHELL & LINDER, LLP - DELAGNES, MITCHELL & LINDER, LLP RETIREMENT PLAN (2020) Form 5500
Creator: DELAGNES, MITCHELL & LINDER, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELAGNES, MITCHELL & LINDER, LLP RETIREMENT PLAN, DELAGNES, MITCHELL & LINDER, LLP

DELAGNES, MITCHELL & LINDER, LLPEIN 94-2941784Plan #001PY 2020

300 MONTGOMERY STREET, SUITE 1050 - SAN FRANCISCO, CA 941041919415-983-0500dmlcpa.comLinkedIn11-50 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.4M

+24.6% from 2019

Total participants

+15.4% from 2019

Average account balance

$89,254

+8.0% from 2019

Annual return

13.54%

-13.98 pp from 2019

Benchmarks

See 26,423 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,423 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.30M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

190.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$721K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+20.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3219

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 codes2E2G2J2R3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

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

$65K

$1660 / participant

Other / not subdivided$65K100.0%

% of EOY assets

1.209%

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

$89,254

$98,760-9.6%

$149,715-40.4%

$79,858+11.8%

Participation rate

100.0%

75.8%+24.2pp

82.5%+17.5pp

69.6%+30.4pp

Annual return

13.54%

27.43%-13.9pp

276.66%-263.1pp

31.72%-18.2pp

Employer contribution / active EE

$3,850

$3,217+19.7%

$4,645-17.1%

$2,471+55.8%

Participant deferral / active EE

$10,018

$5,681+76.3%

$6,842+46.4%

$3,740+167.8%

Admin fee / account holder

$1,079

$6,053-82.2%

$9,310-88.4%

$5,306-79.7%

DELAGNES, MITCHELL & LINDER, LLP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELAGNES, MITCHELL & LINDER, LLP RETIREMENT 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