Retirement plan

COSCIA MOOS ARCHITECTURE 401(K) PLAN

Name: COSCIA MOOS ARCHITECTURE - COSCIA MOOS ARCHITECTURE 401(K) PLAN (2022) Form 5500
Creator: COSCIA MOOS ARCHITECTURE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COSCIA MOOS ARCHITECTURE 401(K) PLAN, COSCIA MOOS ARCHITECTURE

COSCIA MOOS ARCHITECTUREEIN 27-3227038Plan #001PY 2022

123 SOUTH BROAD STREET, SUITE 220 - PHILADELPHIA, PA 19109267-761-9416

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-3.9% from 2021

Total participants

+15.4% from 2021

Average account balance

$26,801

-15.3% from 2021

Annual return

-19.18%

-55.24 pp from 2021

Benchmarks

See 28,005 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,005 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.66M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

178.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$466K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+67.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1839

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 codes2F2G2J3D2E2T

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

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

$147K

$4318 / participant

Other / not subdivided$147K100.0%

% of EOY assets

13.041%

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

$26,801

$82,674-67.6%

$125,363-78.6%

$68,495-60.9%

Participation rate

91.2%

75.0%+16.1pp

82.4%+8.8pp

67.9%+23.3pp

Annual return

-19.18%

-5.97%-13.2pp

572.15%-591.3pp

-7.84%-11.3pp

Employer contribution / active EE

$3,359

$3,382-0.7%

$4,815-30.2%

$2,596+29.4%

Participant deferral / active EE

$6,032

$6,111-1.3%

$7,447-19.0%

$4,028+49.8%

Admin fee / account holder

$3,495

$6,276-44.3%

$10,005-65.1%

$5,403-35.3%

COSCIA MOOS ARCHITECTURE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COSCIA MOOS ARCHITECTURE 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