Retirement plan

COYNE, SCHULTZ, BECKER & BAUER, S. C. PROFIT SHARING PLAN

Name: COYNE, SCHULTZ, BECKER & BAUER, S.C. - COYNE, SCHULTZ, BECKER & BAUER, S. C. PROFIT SHARING PLAN (2023) Form 5500
Creator: COYNE, SCHULTZ, BECKER & BAUER, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COYNE, SCHULTZ, BECKER & BAUER, S. C. PROFIT SHARING PLAN, COYNE, SCHULTZ, BECKER & BAUER, S.C.

COYNE, SCHULTZ, BECKER & BAUER, S.C.EIN 39-1669400Plan #001PY 2023

150 E GILMAN ST. STE. 1000 - MADISON, WI 53703608-255-1388cnsbb.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+20.4% from 2022

Total participants

0.0% from 2022

Average account balance

$198,401

+20.4% from 2022

Annual return

16.94%

+33.27 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.12M

Not enough data

1 years with asset history on file

Average account balance

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

$208K

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.

115.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$144K

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

+15.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1050

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 codes2E2F2G2J3D

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.
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

$25K

$2105 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.979%

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

$198,401

$148,623+33.5%

$135,974+45.9%

$139,466+42.3%

Participation rate

91.7%

83.9%+7.8pp

81.9%+9.7pp

80.3%+11.3pp

Annual return

16.94%

79.30%-62.4pp

68.30%-51.4pp

373.66%-356.7pp

Employer contribution / active EE

$3,296

$5,246-37.2%

$4,859-32.2%

$4,754-30.7%

Participant deferral / active EE

$3,880

$8,103-52.1%

$7,760-50.0%

$6,712-42.2%

Admin fee / account holder

$1,943

$12,406-84.3%

$10,767-82.0%

$11,409-83.0%

COYNE, SCHULTZ, BECKER & BAUER, S. C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COYNE, SCHULTZ, BECKER & BAUER, S. C. PROFIT SHARING 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