Retirement plan

COOK, BARKETT, PONDER AND WOLZ 401K PLAN

Name: COOK, BARKETT, PONDER AND WOLZ, LC - COOK, BARKETT, PONDER AND WOLZ 401K PLAN (2022) Form 5500
Creator: COOK, BARKETT, PONDER AND WOLZ, LC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COOK, BARKETT, PONDER AND WOLZ 401K PLAN, COOK, BARKETT, PONDER AND WOLZ, LC

COOK, BARKETT, PONDER AND WOLZ, LCEIN 43-1216231Plan #002PY 2022

1610 N KINGSHIGHWAY, SUITE 201 - CAPE GIRARDEAU, MO 63701573-335-6651cbpw-law.comLinkedIn11-50 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-9.9% from 2021

Total participants

+9.1% from 2021

Average account balance

$99,825

-9.9% from 2021

Annual return

-10.89%

-19.89 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

138.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1295

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 codes2E2J2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$64K

$7074 / participant

Other / not subdivided$64K100.0%

% of EOY assets

5.798%

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

$99,825

$138,114-27.7%

$125,391-20.4%

$134,545-25.8%

Participation rate

88.9%

84.5%+4.4pp

82.4%+6.5pp

81.2%+7.7pp

Annual return

-10.89%

750.88%-761.8pp

572.41%-583.3pp

418.37%-429.3pp

Employer contribution / active EE

$1,443

$5,246-72.5%

$4,816-70.0%

$4,742-69.6%

Participant deferral / active EE

$6,180

$7,801-20.8%

$7,448-17.0%

$6,401-3.5%

Admin fee / account holder

$5,788

$11,570-50.0%

$10,009-42.2%

$11,431-49.4%

COOK, BARKETT, PONDER AND WOLZ 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COOK, BARKETT, PONDER AND WOLZ 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