Retirement plan

BASELINE ENVIRONMENTAL CONSULTING 401(K) PLAN

Name: NORDHAV, INC. DBA BASELINE ENVIRONMENTAL CONSULTING - BASELINE ENVIRONMENTAL CONSULTING 401(K) PLAN (2022) Form 5500
Creator: NORDHAV, INC. DBA BASELINE ENVIRONMENTAL CONSULTING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BASELINE ENVIRONMENTAL CONSULTING 401(K) PLAN, NORDHAV, INC. DBA BASELINE ENVIRONMENTAL CONSULTING

NORDHAV, INC. DBA BASELINE ENVIRONMENTAL CONSULTINGEIN 94-3107150Plan #001PY 2022

388 17TH STREET, SUITE 230 - OAKLAND, CA 94612510-420-8686baseline-env.comLinkedIn1-10 employeesenvironmental services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4M

-17.1% from 2021

Total participants

-23.1% from 2021

Average account balance

$439,424

-7.9% from 2021

Annual return

-16.79%

-29.80 pp from 2021

Benchmarks

See 133,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,909 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.47M

Not enough data

1 years with asset history on file

Average account balance

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

$315K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134K

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

+14.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$142

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$165K

$23512 / participant

Other / not subdivided$165K100.0%

% of EOY assets

4.162%

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

$439,424

$138,078+218.2%

$125,363+250.5%

$134,509+226.7%

Participation rate

85.7%

84.5%+1.2pp

82.4%+3.3pp

81.2%+4.5pp

Annual return

-16.79%

750.49%-767.3pp

572.15%-588.9pp

418.13%-434.9pp

Employer contribution / active EE

$5,714

$5,245+9.0%

$4,815+18.7%

$4,741+20.5%

Participant deferral / active EE

$15,305

$7,800+96.2%

$7,447+105.5%

$6,400+139.1%

Admin fee / account holder

$18,287

$11,566+58.1%

$10,005+82.8%

$11,427+60.0%

BASELINE ENVIRONMENTAL CONSULTING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BASELINE ENVIRONMENTAL CONSULTING 401(K) 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