Retirement plan

OXFORD SEARCH GROUP, INC. PROFIT SHARING PLAN

Name: OXFORD SEARCH GROUP, INC. - OXFORD SEARCH GROUP, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: OXFORD SEARCH GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OXFORD SEARCH GROUP, INC. PROFIT SHARING PLAN, OXFORD SEARCH GROUP, INC.

OXFORD SEARCH GROUP, INC.EIN 20-8105441Plan #001PY 2019

1101 ST GREGORY ST SUITE 350 - CINCINNATTI, OH 45202513-322-1703LinkedIn11-50 employeesstaffing and recruiting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$231K

+11.2% from 2018

Total participants

0.0% from 2018

Average account balance

$115,379

+11.2% from 2018

Annual return

10.52%

+2.25 pp from 2018

Benchmarks

See 13,240 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,240 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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

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

-89.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$115,379

$104,924+10.0%

$84,623+36.3%

$152,885-24.5%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.5%+17.5pp

Annual return

10.52%

373.82%-363.3pp

258.77%-248.2pp

345.39%-334.9pp

Employer contribution / active EE

$700

$3,302-78.8%

$2,652-73.6%

$4,763-85.3%

Participant deferral / active EE

$4,689-100.0%

$3,899-100.0%

$5,851-100.0%

Admin fee / account holder

$6,242-100.0%

$4,913-100.0%

$11,598-100.0%

OXFORD SEARCH GROUP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OXFORD SEARCH GROUP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion