Retirement plan

CATHEXIS 401(K) PLAN

Name: CPS PROFESSIONAL SERVICES, LLC D/B/A CATHEXIS - CATHEXIS 401(K) PLAN (2021) Form 5500
Creator: CPS PROFESSIONAL SERVICES, LLC D/B/A CATHEXIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATHEXIS 401(K) PLAN, CPS PROFESSIONAL SERVICES, LLC D/B/A CATHEXIS

CPS PROFESSIONAL SERVICES, LLC D/B/A CATHEXISEIN 11-3769711Plan #002PY 2021

3190 FAIRVIEW PARK DRIVE, STE 1050 - FALLS CHURCH, VA 220424559571-570-4810cps-ps.comLinkedIn11-50 employeesmanagement consulting

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$3.8M

+20.6% from 2020

Total participants

134

+41.1% from 2020

Average account balance

$37,396

-16.0% from 2020

Annual return

30.52%

+5.08 pp from 2020

Benchmarks

See 5,714 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,714 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.80M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

159

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.

75.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+19.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$289

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

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$9496 / participant

Other / not subdivided$1M100.0%

% of EOY assets

28.878%

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

$37,396

$104,497-64.2%

$159,487-76.6%

$79,389-52.9%

Participation rate

72.4%

76.6%-4.2pp

82.8%-10.4pp

70.7%+1.7pp

Annual return

30.52%

67.98%-37.5pp

263.71%-233.2pp

116.89%-86.4pp

Employer contribution / active EE

$1,986

$3,418-41.9%

$4,831-58.9%

$2,428-18.2%

Participant deferral / active EE

$4,624

$6,468-28.5%

$7,354-37.1%

$4,046+14.3%

Admin fee / account holder

$10,799

$711+1418.0%

$10,8040%

$626+1624.0%

CATHEXIS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATHEXIS 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