Retirement plan

CNH CAPITAL MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT-SHARING PLAN

Name: CNH CAPITAL MANAGEMENT, LLC - CNH CAPITAL MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT-SHARING PLAN (2022) Form 5500
Creator: CNH CAPITAL MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CNH CAPITAL MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT-SHARING PLAN, CNH CAPITAL MANAGEMENT, LLC

CNH CAPITAL MANAGEMENT, LLCEIN 47-2533184Plan #001PY 2022

ONE GREENWICH PLAZA, 4TH FLOOR - GREENWICH, CT 06830203-742-3001

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.1M

-12.0% from 2021

Total participants

-3.8% from 2021

Average account balance

$283,580

-8.5% from 2021

Annual return

-14.88%

-26.80 pp from 2021

Benchmarks

See 35,209 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort35,209 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.15M

Not enough data

1 years with asset history on file

Average account balance

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

$429K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$578K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+21.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-16

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 codes3D2E2G2J2R

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.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$59K

$7401 / participant

Other / not subdivided$59K100.0%

% of EOY assets

0.835%

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

$283,580

$167,522+69.3%

$151,639+87.0%

$134,532+110.8%

Participation rate

100.0%

88.4%+11.6pp

87.5%+12.5pp

81.2%+18.8pp

Annual return

-14.88%

7.81%-22.7pp

3.34%-18.2pp

418.27%-433.1pp

Employer contribution / active EE

$11,017

$6,828+61.4%

$6,165+78.7%

$4,741+132.4%

Participant deferral / active EE

$24,813

$8,986+176.1%

$8,363+196.7%

$6,401+287.6%

Admin fee / account holder

$2,368

$13,780-82.8%

$11,613-79.6%

$11,429-79.3%

CNH CAPITAL MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CNH CAPITAL MANAGEMENT, LLC SAFE HARBOR 401(K) 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