Retirement plan

CDX DIAGNOSTICS INC. 401(K) PROFIT SHARING PLAN

Name: CDX DIAGNOSTICS INC. - CDX DIAGNOSTICS INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: CDX DIAGNOSTICS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CDX DIAGNOSTICS INC. 401(K) PROFIT SHARING PLAN, CDX DIAGNOSTICS INC.

CDX DIAGNOSTICS INC.EIN 20-8473531Plan #001PY 2020

4 EXECUTIVE BLVD., SUITE 301 - SUFFERN, NY 10901845-368-7454cdxdiagnostics.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$3.1M

+16.6% from 2019

Total participants

237

+7.7% from 2019

Average account balance

$13,367

+7.0% from 2019

Annual return

12.82%

-11.35 pp from 2019

Benchmarks

See 5,414 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,414 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.16M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

163

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.

85.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$849K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$262

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 codes2E2F2J2T3D

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).
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$9 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.037%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 131639826
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,367

$58,895-77.3%

$178,503-92.5%

$73,497-81.8%

Participation rate

96.2%

66.2%+30.0pp

81.9%+14.3pp

70.7%+25.5pp

Annual return

12.82%

24.86%-12.0pp

151.12%-138.3pp

28.51%-15.7pp

Employer contribution / active EE

$1,905

$2,236-14.8%

$5,011-62.0%

$2,270-16.1%

Participant deferral / active EE

$4,868

$2,567+89.7%

$5,202-6.4%

$3,740+30.2%

Admin fee / account holder

$400-98.8%

$13,987-100.0%

$513-99.0%

CDX DIAGNOSTICS INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CDX DIAGNOSTICS INC. 401(K) PROFIT SHARING 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