Retirement plan

LIVENTUS, INC. 401(K) PLAN

Name: LIVENTUS, INC. - LIVENTUS, INC. 401(K) PLAN (2021) Form 5500
Creator: LIVENTUS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIVENTUS, INC. 401(K) PLAN, LIVENTUS, INC.

LIVENTUS, INC.EIN 45-3752447Plan #001PY 2021

3400 DUNDEE ROAD, SUITE 180 - NORTHBROOK, IL 60062847-291-1333liventus.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+48.8% from 2020

Total participants

+29.6% from 2020

Average account balance

$59,184

+14.8% from 2020

Annual return

29.76%

-1.43 pp from 2020

Benchmarks

See 27,004 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort27,004 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.79M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$507K

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

+24.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3311

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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

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

$90K

$3230 / participant

Other / not subdivided$90K100.0%

% of EOY assets

4.366%

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

$59,184

$105,200-43.7%

$159,474-62.9%

$85,847-31.1%

Participation rate

100.0%

75.8%+24.2pp

82.8%+17.2pp

69.3%+30.7pp

Annual return

29.76%

45.08%-15.3pp

263.68%-233.9pp

318.61%-288.8pp

Employer contribution / active EE

$4,440

$3,319+33.8%

$4,831-8.1%

$2,565+73.1%

Participant deferral / active EE

$8,274

$5,946+39.2%

$7,353+12.5%

$3,952+109.3%

Admin fee / account holder

$2,584

$6,934-62.7%

$10,802-76.1%

$6,261-58.7%

LIVENTUS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIVENTUS, 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