Retirement plan

CDX DIAGNOSTICS INC. 401(K) PLAN

Name: CDX DIAGNOSTICS INC. - CDX DIAGNOSTICS INC. 401(K) PLAN (2021) Form 5500
Creator: CDX DIAGNOSTICS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CDX DIAGNOSTICS INC. 401(K) PLAN, CDX DIAGNOSTICS INC.

CDX DIAGNOSTICS INC.EIN 20-8473531Plan #001PY 2021

4 EXECUTIVE BLVD., SUITE 301 - SUFFERN, NY 10901845-369-7096cdxdiagnostics.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$4M

+27.9% from 2020

Total participants

246

+3.8% from 2020

Average account balance

$16,396

+22.7% from 2020

Annual return

13.80%

+0.98 pp from 2020

Benchmarks

See 5,351 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,351 peers

Snapshot2021

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

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$23K

$183 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.590%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 871363769
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,396

$61,166-73.2%

$185,849-91.2%

$79,391-79.3%

Participation rate

96.9%

66.6%+30.3pp

81.7%+15.2pp

70.7%+26.2pp

Annual return

13.80%

19.45%-5.7pp

122.10%-108.3pp

116.88%-103.1pp

Employer contribution / active EE

$1,936

$2,321-16.6%

$5,169-62.5%

$2,428-20.3%

Participant deferral / active EE

$5,574

$2,789+99.9%

$5,569+0.1%

$4,046+37.8%

Admin fee / account holder

$97

$710-86.4%

$16,244-99.4%

$627-84.6%

CDX DIAGNOSTICS INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CDX DIAGNOSTICS INC. 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