Retirement plan

DPI GLOBAL 401(K) PROFIT SHARING PLAN

Name: DISTRIBUTORS PROCESSING, INC. DBA DPI GLOBAL - DPI GLOBAL 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: DISTRIBUTORS PROCESSING, INC. DBA DPI GLOBAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DPI GLOBAL 401(K) PROFIT SHARING PLAN, DISTRIBUTORS PROCESSING, INC. DBA DPI GLOBAL

DISTRIBUTORS PROCESSING, INC. DBA DPI GLOBALEIN 95-2413008Plan #001PY 2020

17656 AVENUE 168 - PORTERVILLE, CA 93257559-781-0297

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.9M

+16.5% from 2019

Total participants

+7.4% from 2019

Average account balance

$218,930

+12.2% from 2019

Annual return

12.61%

-6.91 pp from 2019

Benchmarks

See 5,435 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,435 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.21M

Not enough data

1 years with asset history on file

Average account balance

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

$249K

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.

138.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$409K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+18.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11803

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 codes2E2F2G2J3D

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.
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

$198K

$9895 / participant

Other / not subdivided$198K100.0%

% of EOY assets

3.348%

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

$218,930

$149,778+46.2%

$118,946+84.1%

$158,966+37.7%

Participation rate

90.0%

82.1%+7.9pp

75.4%+14.6pp

82.0%+8.0pp

Annual return

12.61%

19.95%-7.3pp

35.89%-23.3pp

302.95%-290.3pp

Employer contribution / active EE

$11,006

$4,117+167.3%

$3,263+237.3%

$4,762+131.1%

Participant deferral / active EE

$8,547

$5,225+63.6%

$4,266+100.4%

$5,983+42.9%

Admin fee / account holder

$7,330

$8,604-14.8%

$6,581+11.4%

$11,250-34.8%

DPI GLOBAL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DPI GLOBAL 401(K) PROFIT SHARING 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