Retirement plan

CAPEWAY 401(K) PLAN

Name: CAPEWAY VETERINARY HOSPITAL OF FAIRHAVEN, INC. - CAPEWAY 401(K) PLAN (2019) Form 5500
Creator: CAPEWAY VETERINARY HOSPITAL OF FAIRHAVEN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPEWAY 401(K) PLAN, CAPEWAY VETERINARY HOSPITAL OF FAIRHAVEN, INC.

CAPEWAY VETERINARY HOSPITAL OF FAIRHAVEN, INC.EIN 04-2803681Plan #001PY 2019

171 BRIDGE STREET - FAIRHAVEN, MA 02719508-992-0202capewayvet.comLinkedIn11-50 employeesresearch

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.9M

+23.9% from 2018

Total participants

+17.2% from 2018

Average account balance

$71,170

+14.4% from 2018

Annual return

16.25%

+23.50 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

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

$238K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$263283

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$199 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.215%

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

$71,170

$157,276-54.7%

$141,177-49.6%

$152,885-53.4%

Participation rate

60.0%

84.8%-24.8pp

82.5%-22.5pp

Annual return

16.25%

64.33%-48.1pp

71.40%-55.1pp

345.39%-329.1pp

Employer contribution / active EE

$1,680

$5,262-68.1%

$4,736-64.5%

$4,763-64.7%

Participant deferral / active EE

$4,108

$7,110-42.2%

$6,710-38.8%

$5,851-29.8%

Admin fee / account holder

$153

$12,123-98.7%

$10,263-98.5%

$11,598-98.7%

CAPEWAY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPEWAY 401(K) 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