Retirement plan

THE COULTER PARTNERSHIP, INC. 401(K)

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

THE COULTER PARTNERSHIP, INCEIN 45-5472576Plan #001PY 2020

51 JOHN F. KENNEDY PARKWAY, FIRST FLOOR WEST - SHORT HILLS, NJ 07078609-375-2396

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+41.3% from 2019

Total participants

-3.6% from 2019

Average account balance

$50,518

+52.2% from 2019

Annual return

16.56%

-9.14 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.65M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

147.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$316K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+11.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2374

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

$41K

$2582 / participant

Other / not subdivided$41K100.0%

% of EOY assets

3.146%

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

$50,518

$165,399-69.5%

$149,745-66.3%

$158,982-68.2%

Participation rate

93.8%

84.6%+9.2pp

82.5%+11.3pp

82.0%+11.8pp

Annual return

16.56%

348.34%-331.8pp

276.72%-260.2pp

302.99%-286.4pp

Employer contribution / active EE

$4,914

$5,105-3.7%

$4,646+5.8%

$4,763+3.2%

Participant deferral / active EE

$12,057

$7,183+67.9%

$6,843+76.2%

$5,983+101.5%

Admin fee / account holder

$1,589

$10,811-85.3%

$9,312-82.9%

$11,252-85.9%

THE COULTER PARTNERSHIP, INC. 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COULTER PARTNERSHIP, INC. 401(K)

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