Retirement plan

DELMAR SYSTEMS, INC. PROFIT SHARING 401K PLAN

Name: DELMAR SYSTEMS, INC. - DELMAR SYSTEMS, INC. PROFIT SHARING 401K PLAN (2015) Form 5500
Creator: DELMAR SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELMAR SYSTEMS, INC. PROFIT SHARING 401K PLAN, DELMAR SYSTEMS, INC.

DELMAR SYSTEMS, INC.EIN 94-3435860Plan #001PY 2015

PO BOX 129 - BROUSSARD, LA 705180129337-365-0180

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$41.4M

No prior year

Total participants

288

No prior year

Average account balance

$147,418

No prior year

Annual return

-0.53%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42.58M

Not enough data

1 years with asset history on file

Average account balance

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

$306K

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.

139

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+9.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$705

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
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 51 · EIN 13-2638166 1000 HARBOR BLVD. · WEEHAWKEN, NJ 07086	Investment Mgmt Fees	$325,741
THIBODEAUX HEBERT DESHOTELS LEBLANC1+ years Service code 10 · EIN 20-8102502 935 CAMELLIA BLVD., SUITE 200 · LAFAYETTE, LA 70508	Accounting	$9,000
FLOWER & ASSOCIATES, INC.1+ years Service code 13 · EIN 72-0894786 P.O. BOX 51862 · LAFAYETTE, LA 705051862	Contract Administrator	$7,502

Plan features & details

Pension benefit codes2E2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$342K

$1792 / participant

Investment mgmt$326K95.2%
Contract admin$8K2.2%
Other / not subdivided$9K2.6%

% of EOY assets

0.826%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: THIBODAUX HEBERT DESHOTELS LEBLANC
Auditor EIN: 208102502
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$147,418

$70,002+110.6%

$115,038+28.1%

$52,331+181.7%

Participation rate

96.3%

72.1%+24.2pp

81.4%+15.0pp

68.1%+28.2pp

Annual return

-0.53%

4.04%-4.6pp

26.14%-26.7pp

4.54%-5.1pp

Employer contribution / active EE

$10,339

$2,715+280.8%

$4,608+124.4%

$1,882+449.5%

Participant deferral / active EE

$6,638

$4,920+34.9%

$6,026+10.2%

$3,022+119.7%

Admin fee / account holder

$1,218

$566+115.2%

$8,175-85.1%

$592+105.9%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC1+ years

Filed as: UBS FINANCIAL SERVICES INC.

Service code 51 · EIN 13-2638166

1000 HARBOR BLVD. · WEEHAWKEN, NJ 07086

Investment Mgmt Fees

$325,741

THIBODEAUX HEBERT DESHOTELS LEBLANC1+ years

Service code 10 · EIN 20-8102502

935 CAMELLIA BLVD., SUITE 200 · LAFAYETTE, LA 70508

Accounting

$9,000

FLOWER & ASSOCIATES, INC.1+ years

Service code 13 · EIN 72-0894786

P.O. BOX 51862 · LAFAYETTE, LA 705051862

Contract Administrator

$7,502

DELMAR SYSTEMS, INC. PROFIT SHARING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELMAR SYSTEMS, INC. PROFIT SHARING 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