Retirement plan

COASTAL MEDICAL LEGAL LIAISONS 401K PLAN

Name: COASTAL MEDICAL LEGAL LIAISONS - COASTAL MEDICAL LEGAL LIAISONS 401K PLAN (2019) Form 5500
Creator: COASTAL MEDICAL LEGAL LIAISONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COASTAL MEDICAL LEGAL LIAISONS 401K PLAN, COASTAL MEDICAL LEGAL LIAISONS

COASTAL MEDICAL LEGAL LIAISONSEIN 81-3780458Plan #001PY 2019

286 STEPSTONE HILL RD - GUILFORD, CT 06437203-675-2992

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$115K

No prior year

Total participants

No prior year

Average account balance

$114,624

No prior year

Annual return

14.21%

No prior year

Benchmarks

See 13,235 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,235 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$111

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 codes2E2F2G2J2T3D

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.
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

$22K

$21711 / participant

Other / not subdivided$22K100.0%

% of EOY assets

18.941%

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

$114,624

$104,953+9.2%

$84,637+35.4%

$152,909-25.0%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.5%+17.5pp

Annual return

14.21%

373.94%-359.7pp

258.82%-244.6pp

345.46%-331.3pp

Employer contribution / active EE

$3,304-100.0%

$2,653-100.0%

$4,764-100.0%

Participant deferral / active EE

$3,000

$4,691-36.0%

$3,900-23.1%

$5,851-48.7%

Admin fee / account holder

$21,711

$6,244+247.7%

$4,914+341.8%

$11,601+87.2%

COASTAL MEDICAL LEGAL LIAISONS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COASTAL MEDICAL LEGAL LIAISONS 401K 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