Retirement plan

THE CEI GROUP 401(K) PROFIT SHARING PLAN

Name: THE CEI GROUP, INC. - THE CEI GROUP 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: THE CEI GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CEI GROUP 401(K) PROFIT SHARING PLAN, THE CEI GROUP, INC.

THE CEI GROUP, INC.EIN 23-2290246Plan #001PY 2023

4850 E. STREET ROAD, SUITE 230 - TREVOSE, PA 19053215-485-4557

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$15.8M

+12.9% from 2022

Total participants

418

+2.2% from 2022

Average account balance

$55,937

+9.3% from 2022

Annual return

20.03%

+35.13 pp from 2022

Benchmarks

See 820 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort820 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

-96.88%

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

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930	Recordkeeping	$24,105

Plan features & details

Pension benefit codes2E2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$23K

$66 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.148%

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: MCKONLY AND ASBURY, LLP
Auditor EIN: 231909723
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,937

$40,435+38.3%

$80,627-30.6%

$74,460-24.9%

Participation rate

61.7%

47.4%+14.3pp

67.0%-5.3pp

70.7%-9.1pp

Annual return

20.03%

165.19%-145.2pp

936.76%-916.7pp

34.38%-14.4pp

Employer contribution / active EE

$1,153

$1,498-23.0%

$2,723-57.7%

$2,638-56.3%

Participant deferral / active EE

$2,679

$2,673+0.2%

$4,443-39.7%

$4,530-40.9%

Admin fee / account holder

$83

$721-88.5%

$5,381-98.5%

$348-76.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.4 years

Service code 15 · EIN 23-1945930

Recordkeeping

$24,105

THE CEI GROUP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CEI GROUP 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