Retirement plan

CUSTOM MEDICINE PHARMACY 401(K) PENSION PLAN

Name: CUSTOM MEDICINE PHARMACY, INC. - CUSTOM MEDICINE PHARMACY 401(K) PENSION PLAN (2020) Form 5500
Creator: CUSTOM MEDICINE PHARMACY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CUSTOM MEDICINE PHARMACY 401(K) PENSION PLAN, CUSTOM MEDICINE PHARMACY, INC.

CUSTOM MEDICINE PHARMACY, INC.EIN 35-2200804Plan #001PY 2020

25 CABOT ST. - BEVERLY, MA 01915978-524-4800custommedicine.comLinkedIn11-50 employeespharmaceuticals

Other plans on this EIN

1 filing

#002Retirement-$632K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$514K

+31.9% from 2019

Total participants

+16.7% from 2019

Average account balance

$36,735

+13.0% from 2019

Annual return

16.24%

-2.85 pp from 2019

Benchmarks

See 18,875 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,875 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1057

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$250

$36 / participant

Other / not subdivided$250100.0%

% of EOY assets

0.049%

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

$36,735

$112,915-67.5%

$90,965-59.6%

$158,950-76.9%

Participation rate

100.0%

74.7%+25.3pp

69.0%+31.0pp

82.0%+18.0pp

Annual return

16.24%

215.75%-199.5pp

134.57%-118.3pp

302.91%-286.7pp

Employer contribution / active EE

$2,614

$2,894-9.7%

$2,122+23.2%

$4,762-45.1%

Participant deferral / active EE

$6,086

$4,128+47.4%

$3,373+80.4%

$5,983+1.7%

Admin fee / account holder

$18

$8,044-99.8%

$5,960-99.7%

$11,248-99.8%

CUSTOM MEDICINE PHARMACY 401(K) PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CUSTOM MEDICINE PHARMACY 401(K) PENSION 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