Retirement plan

COHEN BROWN MANAGEMENT GROUP 401K PLAN

Name: COHEN BROWN MANAGEMENT GROUP - COHEN BROWN MANAGEMENT GROUP 401K PLAN (2022) Form 5500
Creator: COHEN BROWN MANAGEMENT GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COHEN BROWN MANAGEMENT GROUP 401K PLAN, COHEN BROWN MANAGEMENT GROUP

COHEN BROWN MANAGEMENT GROUPEIN 95-3372818Plan #003PY 2022

2639 KIRSTEN LEE DR - WESTLAKE VILLAGE, CA 91361818-802-8843cohenbrown.comLinkedIn51-200 employeesmanagement consulting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

-20.5% from 2021

Total participants

-12.5% from 2021

Average account balance

$110,361

-7.7% from 2021

Annual return

-18.41%

-33.33 pp from 2021

Benchmarks

See 6,929 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,929 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.64%

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 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

$203K

$11295 / participant

Other / not subdivided$203K100.0%

% of EOY assets

5.943%

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

$110,361

$67,396+63.8%

$60,919+81.2%

$134,545-18.0%

Participation rate

77.8%

76.2%+1.6pp

73.1%+4.7pp

81.2%-3.5pp

Annual return

-18.41%

50.12%-68.5pp

16.96%-35.4pp

418.37%-436.8pp

Employer contribution / active EE

$3,101-100.0%

$2,704-100.0%

$4,742-100.0%

Participant deferral / active EE

$5,784

$4,534+27.6%

$3,814+51.6%

$6,401-9.6%

Admin fee / account holder

$6,558

$4,590+42.9%

$3,228+103.2%

$11,431-42.6%

COHEN BROWN MANAGEMENT GROUP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COHEN BROWN MANAGEMENT GROUP 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