Retirement plan

A.C. LION INTERNATIONAL INC RETIREMENT AND 401(K) PLAN

Name: A.C. LION INTERNATIONAL INC - A.C. LION INTERNATIONAL INC RETIREMENT AND 401(K) PLAN (2021) Form 5500
Creator: A.C. LION INTERNATIONAL INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A.C. LION INTERNATIONAL INC RETIREMENT AND 401(K) PLAN, A.C. LION INTERNATIONAL INC

A.C. LION INTERNATIONAL INCEIN 13-3496237Plan #001PY 2021

1216 BROADWAY, 2ND FLOOR - NEW YORK, NY 10001212-268-7300

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

+19.0% from 2020

Total participants

-8.3% from 2020

Average account balance

$135,754

+29.8% from 2020

Annual return

17.21%

+3.54 pp from 2020

Benchmarks

See 15,324 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,324 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.86M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$627

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

$127K

$5759 / participant

Other / not subdivided$127K100.0%

% of EOY assets

4.242%

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

$135,754

$114,130+18.9%

$96,192+41.1%

$167,553-19.0%

Participation rate

100.0%

75.1%+24.9pp

68.4%+31.6pp

82.1%+17.9pp

Annual return

17.21%

190.07%-172.9pp

192.09%-174.9pp

478.89%-461.7pp

Employer contribution / active EE

$574

$3,431-83.3%

$2,799-79.5%

$4,840-88.1%

Participant deferral / active EE

$7,217

$5,198+38.8%

$4,351+65.9%

$6,343+13.8%

Admin fee / account holder

$5,759

$6,901-16.6%

$5,539+4.0%

$12,316-53.2%

A.C. LION INTERNATIONAL INC RETIREMENT AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A.C. LION INTERNATIONAL INC RETIREMENT AND 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