Retirement plan

CLEARPATH GLOBAL LLC 401 K PROFIT SHARING PLAN TRUST

Name: CLEARPATH GLOBAL LLC - CLEARPATH GLOBAL LLC 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: CLEARPATH GLOBAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLEARPATH GLOBAL LLC 401 K PROFIT SHARING PLAN TRUST, CLEARPATH GLOBAL LLC

CLEARPATH GLOBAL LLCEIN 26-2857758Plan #001PY 2018

8133 LEESBURG PIKE STE 600 - VIENNA, VA 22182571-216-2584clearpathglobal.comLinkedIn11-50 employeesmanagement consulting

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+6.3% from 2017

Total participants

+28.6% from 2017

Average account balance

$67,319

-13.7% from 2017

Annual return

-9.92%

-25.14 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.65M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$842K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+18.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11542

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 codes2G2T2J3D2E2F

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$6K

$649 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.602%

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

$67,319

$138,072-51.2%

$123,549-45.5%

$135,382-50.3%

Participation rate

80.0%

84.7%-4.7pp

82.3%-2.3pp

82.6%-2.6pp

Annual return

-9.92%

153.69%-163.6pp

119.20%-129.1pp

519.77%-529.7pp

Employer contribution / active EE

$4,138

$5,152-19.7%

$4,628-10.6%

$4,779-13.4%

Participant deferral / active EE

$12,265

$6,799+80.4%

$6,426+90.9%

$5,609+118.7%

Admin fee / account holder

$405

$10,917-96.3%

$9,284-95.6%

$10,829-96.3%

CLEARPATH GLOBAL LLC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLEARPATH GLOBAL LLC 401 K PROFIT SHARING PLAN TRUST

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