Retirement plan

CVPATH INSTITUTE, INC. DEFINED CONTRIBUTION PLAN

Name: CVPATH INSTITUTE, INC. - CVPATH INSTITUTE, INC. DEFINED CONTRIBUTION PLAN (2021) Form 5500
Creator: CVPATH INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CVPATH INSTITUTE, INC. DEFINED CONTRIBUTION PLAN, CVPATH INSTITUTE, INC.

CVPATH INSTITUTE, INC.EIN 20-4903376Plan #002PY 2021

19 FIRSTFIELD RD - GAITHERSBURG, MD 208781791301-208-3570cvpath.orgLinkedIn11-50 employeesresearch

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.6M

+8.3% from 2020

Total participants

0.0% from 2020

Average account balance

$106,368

+8.3% from 2020

Annual return

13.47%

+3.47 pp from 2020

Benchmarks

See 27,000 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort27,000 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.60M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

177.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$701K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5567

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$963K

$25345 / participant

Other / not subdivided$963K100.0%

% of EOY assets

11.179%

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

$106,368

$105,210+1.1%

$159,487-33.3%

$85,851+23.9%

Participation rate

100.0%

75.8%+24.2pp

82.8%+17.2pp

69.3%+30.7pp

Annual return

13.47%

45.08%-31.6pp

263.71%-250.2pp

318.63%-305.2pp

Employer contribution / active EE

$5,821

$3,319+75.4%

$4,831+20.5%

$2,565+126.9%

Participant deferral / active EE

$7,851

$5,946+32.0%

$7,354+6.8%

$3,952+98.7%

Admin fee / account holder

$11,890

$6,934+71.5%

$10,804+10.1%

$6,261+89.9%

CVPATH INSTITUTE, INC. DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CVPATH INSTITUTE, INC. DEFINED CONTRIBUTION 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