Retirement plan

ZOLL CARDIAC MANAGEMENT SOLUTIONS PUERTO RICO EMPLOYEE SAVINGS PLAN

Name: ZOLL SERVICES LLC - ZOLL CARDIAC MANAGEMENT SOLUTIONS PUERTO RICO EMPLOYEE SAVINGS PLAN (2023) Form 5500
Creator: ZOLL SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZOLL CARDIAC MANAGEMENT SOLUTIONS PUERTO RICO EMPLOYEE SAVINGS PLAN, ZOLL SERVICES LLC

ZOLL SERVICES LLCEIN 66-0792680Plan #002PY 2023

121 GAMMA DRIVE - PITTSBURGH, PA 15238412-968-3333LinkedIn51-200 employeesmedical devices

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$578K

+48.4% from 2022

Total participants

+5.9% from 2022

Average account balance

$36,124

+48.4% from 2022

Annual return

9.24%

+25.33 pp from 2022

Benchmarks

See 22,643 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,643 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$684K

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

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

+21.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12140

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 codes2E2G2F2T3C

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.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$717 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.241%

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

$36,124

$110,212-67.2%

$96,534-62.6%

$139,466-74.1%

Participation rate

80.0%

78.1%+1.9pp

76.0%+4.0pp

80.3%-0.3pp

Annual return

9.24%

26.42%-17.2pp

25.88%-16.6pp

373.66%-364.4pp

Employer contribution / active EE

$6,616

$3,620+82.8%

$2,965+123.1%

$4,754+39.2%

Participant deferral / active EE

$9,351

$5,547+68.6%

$4,851+92.8%

$6,712+39.3%

Admin fee / account holder

$448

$11,599-96.1%

$8,253-94.6%

$11,409-96.1%

ZOLL CARDIAC MANAGEMENT SOLUTIONS PUERTO RICO EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZOLL CARDIAC MANAGEMENT SOLUTIONS PUERTO RICO EMPLOYEE SAVINGS 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