Retirement plan

CRN 401(K) PLAN

Name: THE COUNCIL FOR RESPONSIBLE NUTRITION - CRN 401(K) PLAN (2021) Form 5500
Creator: THE COUNCIL FOR RESPONSIBLE NUTRITION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRN 401(K) PLAN, THE COUNCIL FOR RESPONSIBLE NUTRITION

THE COUNCIL FOR RESPONSIBLE NUTRITIONEIN 52-0975324Plan #002PY 2021

1828 L STREET, NW, SUITE 510 - WASHINGTON, DC 200365102202-204-7673crnusa.orgLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed September 28, 2019 (most recent of 2 filings on file)

Plan administrator

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1828 L Street, N.W., Suite 810

Washington, DC 20036

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Plans declared (1)

The Council for Responsible Nutrition Section 457(b) Deferred Compensation Plan1 emp

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Total assets (EOY)

$5.9M

+14.6% from 2020

Total participants

-9.1% from 2020

Average account balance

$197,938

+26.1% from 2020

Annual return

11.58%

-8.67 pp from 2020

Benchmarks

See 37,618 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,618 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.36M

Not enough data

1 years with asset history on file

Average account balance

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

$206K

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

$577K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+13.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$58293

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

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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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$316K

$16647 / participant

Other / not subdivided$316K100.0%

% of EOY assets

5.327%

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

$197,938

$109,872+80.2%

$98,483+101.0%

$167,536+18.1%

Participation rate

100.0%

75.8%+24.2pp

73.3%+26.7pp

82.1%+17.9pp

Annual return

11.58%

1959.31%-1947.7pp

1494.38%-1482.8pp

478.82%-467.2pp

Employer contribution / active EE

$10,984

$3,225+240.6%

$2,961+271.0%

$4,839+127.0%

Participant deferral / active EE

$13,112

$4,673+180.6%

$4,276+206.6%

$6,342+106.7%

Admin fee / account holder

$10,543

$6,757+56.0%

$5,953+77.1%

$12,315-14.4%

CRN 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRN 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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