Retirement plan

CATALYST CONSULTING GROUP, INC. 401(K) PLAN

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

CATALYST CONSULTING GROUP, INC.EIN 36-3826522Plan #001PY 2023

211 WEST WACKER DRIVE, SUITE 450 - CHICAGO, IL 606061390312-499-2000catconsult.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$6.4M

+44.2% from 2022

Total participants

117

+3.5% from 2022

Average account balance

$55,847

+41.7% from 2022

Annual return

31.72%

+54.72 pp from 2022

Benchmarks

See 28,714 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,714 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.18M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

109

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.

198.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$613K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+21.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2427

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$114K

$1803 / participant

Other / not subdivided$114K100.0%

% of EOY assets

1.769%

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

$55,847

$93,589-40.3%

$135,942-58.9%

$75,181-25.7%

Participation rate

96.8%

75.2%+21.6pp

81.9%+14.9pp

67.2%+29.6pp

Annual return

31.72%

30.90%+0.8pp

68.28%-36.6pp

160.69%-129.0pp

Employer contribution / active EE

$3,593

$3,537+1.6%

$4,858-26.0%

$2,671+34.6%

Participant deferral / active EE

$7,009

$6,405+9.4%

$7,759-9.7%

$4,126+69.9%

Admin fee / account holder

$988

$6,977-85.8%

$10,764-90.8%

$5,650-82.5%

CATALYST CONSULTING GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATALYST CONSULTING GROUP, INC. 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