Retirement plan

OXFORD PARTNERS, INC. 401K PLAN

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

OXFORD PARTNERS, INC.EIN 38-3391909Plan #001PY 2020

2900 CHARLEVOIX DR., SUITE 160 - GRAND RAPIDS, MI 49546616-575-6545oxfordhillpartners.comLinkedIn1-10 employeesmanagement consulting

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$169K

-13.2% from 2019

Total participants

0.0% from 2019

Average account balance

$84,703

-13.2% from 2019

Annual return

13.20%

+9.84 pp from 2019

Benchmarks

See 16,004 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,004 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$304K

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+5.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$612

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 codes2E2F2G2J2T3D

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$66K

$22043 / participant

Other / not subdivided$66K100.0%

% of EOY assets

39.036%

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

$84,703

$228,352-62.9%

$185,827-54.4%

$158,950-46.7%

Participation rate

66.7%

82.3%-15.6pp

78.0%-11.4pp

82.0%-15.3pp

Annual return

13.20%

40.81%-27.6pp

35.96%-22.8pp

302.91%-289.7pp

Employer contribution / active EE

$1,883

$4,967-62.1%

$4,087-53.9%

$4,762-60.5%

Participant deferral / active EE

$2,591

$6,416-59.6%

$5,633-54.0%

$5,983-56.7%

Admin fee / account holder

$33,065

$11,867+178.6%

$9,502+248.0%

$11,248+194.0%

OXFORD PARTNERS, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OXFORD PARTNERS, INC. 401K 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