Retirement plan

OXFORD CONSULTING SERVICES, INC. 401(K) PROFIT SHARING PLAN

Name: OXFORD CONSULTING SERVICES, INC. - OXFORD CONSULTING SERVICES, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: OXFORD CONSULTING SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OXFORD CONSULTING SERVICES, INC. 401(K) PROFIT SHARING PLAN, OXFORD CONSULTING SERVICES, INC.

OXFORD CONSULTING SERVICES, INC.EIN 22-3286070Plan #001PY 2022

300 CORPORATE CENTER DRIVE - MANALAPAN, NJ 07726610-449-1600oxfordconsulting.comLinkedIn51-200 employeesstaffing and recruiting

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$501K

-3.3% from 2021

Total participants

0.0% from 2021

Average account balance

$83,490

-3.3% from 2021

Annual return

-18.28%

-31.95 pp from 2021

Benchmarks

See 133,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,909 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$990K

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

41.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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 codes2E2F2G2J3D

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).
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$954

$119 / participant

Other / not subdivided$954100.0%

% of EOY assets

0.190%

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

$83,490

$138,078-39.5%

$125,363-33.4%

$134,509-37.9%

Participation rate

62.5%

84.5%-22.0pp

82.4%-19.9pp

81.2%-18.7pp

Annual return

-18.28%

750.49%-768.8pp

572.15%-590.4pp

418.13%-436.4pp

Employer contribution / active EE

$1,237

$5,245-76.4%

$4,815-74.3%

$4,741-73.9%

Participant deferral / active EE

$8,594

$7,800+10.2%

$7,447+15.4%

$6,400+34.3%

Admin fee / account holder

$159

$11,566-98.6%

$10,005-98.4%

$11,427-98.6%

OXFORD CONSULTING SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OXFORD CONSULTING SERVICES, 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