Retirement plan

COOKE AMERICAS LIMITED 401(K) PLAN

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

COOKE AMERICAS LIMITEDEIN 22-2759240Plan #002PY 2021

264 MORRIS AVENUE - MOUNTAIN LAKES, NJ 070461605973-335-4460LinkedIn51-200 employeesmarketing and advertising

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$779K

-29.0% from 2020

Total participants

0.0% from 2020

Average account balance

$97,410

-29.0% from 2020

Annual return

15.42%

+11.78 pp from 2020

Benchmarks

See 9,483 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,483 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$955

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 codes2E2G2J3D

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.
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

$631K

$105229 / participant

Other / not subdivided$631K100.0%

% of EOY assets

81.020%

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

$97,410

$124,175-21.6%

$108,405-10.1%

$167,536-41.9%

Participation rate

100.0%

82.3%+17.7pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

15.42%

1380.13%-1364.7pp

905.55%-890.1pp

478.82%-463.4pp

Employer contribution / active EE

$7,392

$4,188+76.5%

$3,559+107.7%

$4,839+52.7%

Participant deferral / active EE

$16,610

$6,908+140.4%

$6,563+153.1%

$6,342+161.9%

Admin fee / account holder

$78,922

$9,457+734.5%

$7,297+981.6%

$12,315+540.9%

COOKE AMERICAS LIMITED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COOKE AMERICAS LIMITED 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