Retirement plan

COOK, BARKETT, PONDER AND WOLZ 401K PLAN

Name: COOK, BARKETT, PONDER AND WOLZ, LC - COOK, BARKETT, PONDER AND WOLZ 401K PLAN (2023) 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 2023

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

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$814K

-25.9% from 2022

Total participants

+33.3% from 2022

Average account balance

$58,117

-41.8% from 2022

Annual return

11.51%

+22.40 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

$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 codes2E2G2J2R3B3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$508K

$46162 / participant

Other / not subdivided$508K100.0%

% of EOY assets

62.408%

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

$58,117

$148,623-60.9%

$135,974-57.3%

$139,466-58.3%

Participation rate

81.8%

83.9%-2.0pp

81.9%-0.1pp

80.3%+1.5pp

Annual return

11.51%

79.30%-67.8pp

68.30%-56.8pp

373.66%-362.2pp

Employer contribution / active EE

$1,519

$5,246-71.0%

$4,859-68.7%

$4,754-68.0%

Participant deferral / active EE

$6,797

$8,103-16.1%

$7,760-12.4%

$6,712+1.3%

Admin fee / account holder

$36,270

$12,406+192.4%

$10,767+236.9%

$11,409+217.9%

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