Retirement plan

COTTINGHAM & PORTER, P.C. PROFIT SHARING PLAN

Name: COTTINGHAM & PORTER, P.C. - COTTINGHAM & PORTER, P.C. PROFIT SHARING PLAN (2020) Form 5500
Creator: COTTINGHAM & PORTER, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COTTINGHAM & PORTER, P.C. PROFIT SHARING PLAN, COTTINGHAM & PORTER, P.C.

COTTINGHAM & PORTER, P.C.EIN 58-1311022Plan #001PY 2020

319 EAST ASHLEY STREET - DOUGLAS, GA 315335301912-384-1616LinkedIn1-10 employeeslegal services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$143K

-47.5% from 2019

Total participants

-25.0% from 2019

Average account balance

$47,515

-30.1% from 2019

Annual return

-57.36%

-96.59 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$322K

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+2.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$47,515

$165,361-71.3%

$149,715-68.3%

$158,950-70.1%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

-57.36%

348.24%-405.6pp

276.66%-334.0pp

302.91%-360.3pp

Employer contribution / active EE

$6,673

$5,103+30.7%

$4,645+43.7%

$4,762+40.1%

Participant deferral / active EE

$6,673

$7,182-7.1%

$6,842-2.5%

$5,983+11.5%

Admin fee / account holder

$10,808-100.0%

$9,310-100.0%

$11,248-100.0%

COTTINGHAM & PORTER, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COTTINGHAM & PORTER, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion