Retirement plan

DEWEY SERVICES, INC. RETIREMENT SAVINGS PLAN

Name: DEWEY SERVICES, INC. - DEWEY SERVICES, INC. RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: DEWEY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEWEY SERVICES, INC. RETIREMENT SAVINGS PLAN, DEWEY SERVICES, INC.

DEWEY SERVICES, INC.EIN 95-3152289Plan #001PY 2017

939 E UNION ST - PASADENA, CA 911061716626-568-9248dentistindillsburgpa.comLinkedIn11-50 employees

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$19.1M

+12.2% from 2016

Total participants

660

-3.1% from 2016

Average account balance

$31,790

+13.0% from 2016

Annual return

14.70%

+7.67 pp from 2016

Benchmarks

See 808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort808 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.26M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

573

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.

84.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$228

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 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290	Contract Administrator	$53,138
PETER C FOY & ASSOCIATES INSURANCE3+ years Service code 49 · EIN 95-4281021	Other Services	$25,287

Plan features & details

Pension benefit codes2E2F2G2J2T

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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$53K

$115 / participant

Contract admin$53K100.0%

% of EOY assets

0.278%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MEIJER & MEIR, LLP
Auditor EIN: 954359536
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,790

$46,100-31.0%

$86,582-63.3%

$69,631-54.3%

Participation rate

87.4%

67.2%+20.3pp

73.5%+13.9pp

70.7%+16.8pp

Annual return

14.70%

21.02%-6.3pp

965.08%-950.4pp

27571.02%-27556.3pp

Employer contribution / active EE

$407

$1,850-78.0%

$2,839-85.7%

$2,032-80.0%

Participant deferral / active EE

$1,743

$2,432-28.3%

$3,609-51.7%

$3,224-45.9%

Admin fee / account holder

$88

$94-5.9%

$4,904-98.2%

$110-20.1%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$53,138

PETER C FOY & ASSOCIATES INSURANCE3+ years

Service code 49 · EIN 95-4281021

Other Services

$25,287

DEWEY SERVICES, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEWEY SERVICES, INC. RETIREMENT SAVINGS 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