Retirement plan

MOHAWKCAMPCO, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN

Name: MOHAWKCAMPCO, LLC - MOHAWKCAMPCO, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN (2022) Form 5500
Creator: MOHAWKCAMPCO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOHAWKCAMPCO, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN, MOHAWKCAMPCO, LLC

MOHAWKCAMPCO, LLCEIN 27-1471724Plan #001PY 2022

200 OLD TARRYTOWN ROAD - WHITE PLAINS, NY 10603914-949-2635LinkedIn11-50 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-12.8% from 2021

Total participants

-12.1% from 2021

Average account balance

$70,132

-1.0% from 2021

Annual return

-15.72%

-27.09 pp from 2021

Benchmarks

See 19,709 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,709 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.65M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$205K

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

+11.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6445

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

$168K

$5793 / participant

Other / not subdivided$168K100.0%

% of EOY assets

10.888%

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

$70,132

$73,839-5.0%

$143,788-51.2%

$68,495+2.4%

Participation rate

75.9%

66.7%+9.2pp

80.3%-4.5pp

67.9%+8.0pp

Annual return

-15.72%

1.01%-16.7pp

-0.03%-15.7pp

-7.84%-7.9pp

Employer contribution / active EE

$2,206

$3,184-30.7%

$4,952-55.4%

$2,596-15.0%

Participant deferral / active EE

$5,066

$3,384+49.7%

$5,638-10.1%

$4,028+25.8%

Admin fee / account holder

$7,636

$5,755+32.7%

$14,675-48.0%

$5,403+41.3%

MOHAWKCAMPCO, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOHAWKCAMPCO, LLC PROFIT SHARING & EMPLOYEES SAVINGS 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