Retirement plan

THE W C CRESSEY & SON INC PROFIT SHARING PLAN AND TRUST

Name: W C CRESSEY & SON INC - THE W C CRESSEY & SON INC PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: W C CRESSEY & SON INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE W C CRESSEY & SON INC PROFIT SHARING PLAN AND TRUST, W C CRESSEY & SON INC

W C CRESSEY & SON INCEIN 01-0365205Plan #001PY 2017

2 COMMERCE DRIVE - KENNEBUNK, ME 04043207-985-6111wccressey.comLinkedIn11-50 employeesautomotive

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$336K

+19.2% from 2016

Total participants

0.0% from 2016

Average account balance

$20,998

+19.2% from 2016

Annual return

10.37%

+4.38 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

$26K

Not enough data

1 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

+7.63%

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 codes2E2F2G2J3D

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.
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

$16K

$1084 / participant

Other / not subdivided$16K100.0%

% of EOY assets

4.839%

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

$20,998

$99,652-78.9%

$78,778-73.3%

$147,586-85.8%

Participation rate

93.3%

76.2%+17.1pp

69.2%+24.1pp

82.8%+10.5pp

Annual return

10.37%

47.28%-36.9pp

35.62%-25.3pp

578.59%-568.2pp

Employer contribution / active EE

$1,027

$2,796-63.3%

$1,986-48.3%

$4,876-78.9%

Participant deferral / active EE

$1,648

$3,664-55.0%

$2,958-44.3%

$5,439-69.7%

Admin fee / account holder

$1,016

$7,155-85.8%

$5,134-80.2%

$10,886-90.7%

THE W C CRESSEY & SON INC PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE W C CRESSEY & SON INC PROFIT SHARING PLAN AND TRUST

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