Retirement plan

CRN 401(K) PLAN

Name: THE COUNCIL FOR RESPONSIBLE NUTRITION - CRN 401(K) PLAN (2023) 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 2023

1828 L ST NW STE 810 - WASHINGTON, DC 20036202-872-1488crnusa.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)

$5.5M

+15.6% from 2022

Total participants

-13.3% from 2022

Average account balance

$239,705

+50.8% from 2022

Annual return

16.69%

+33.04 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

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 codes2E2F2G2J2T3D2R

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

$569K

$29946 / participant

Other / not subdivided$569K100.0%

% of EOY assets

10.320%

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

$239,705

$96,691+147.9%

$86,656+176.6%

$139,487+71.8%

Participation rate

84.2%

74.4%+9.8pp

71.7%+12.5pp

80.3%+3.9pp

Annual return

16.69%

106.87%-90.2pp

593.09%-576.4pp

373.84%-357.2pp

Employer contribution / active EE

$13,305

$3,267+307.3%

$3,025+339.8%

$4,755+179.8%

Participant deferral / active EE

$13,628

$4,838+181.7%

$4,439+207.0%

$6,713+103.0%

Admin fee / account holder

$24,738

$6,414+285.7%

$5,619+340.3%

$11,407+116.9%

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