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 (2018) 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 2018

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$364K

+8.4% from 2017

Total participants

+23.5% from 2017

Average account balance

$21,427

+2.0% from 2017

Annual return

-5.18%

-15.55 pp from 2017

Benchmarks

See 18,624 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,624 peers

Snapshot2018

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$513

$27 / participant

Other / not subdivided$513100.0%

% of EOY assets

0.141%

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

$21,427

$95,975-77.7%

$74,549-71.3%

$135,379-84.2%

Participation rate

78.9%

75.7%+3.3pp

69.1%+9.8pp

82.6%-3.7pp

Annual return

-5.18%

56.96%-62.1pp

32.53%-37.7pp

519.79%-525.0pp

Employer contribution / active EE

$526

$2,716-80.6%

$1,961-73.2%

$4,779-89.0%

Participant deferral / active EE

$1,879

$3,844-51.1%

$3,108-39.6%

$5,609-66.5%

Admin fee / account holder

$30

$6,522-99.5%

$5,059-99.4%

$10,828-99.7%

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