Retirement plan

COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, LLC 401(K) PROFIT SHARING PLAN

Name: COLLUMS ADMINISTRATION AND MAINTENANCE COMPANY, LLC - COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: COLLUMS ADMINISTRATION AND MAINTENANCE COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, LLC 401(K) PROFIT SHARING PLAN, COLLUMS ADMINISTRATION AND MAINTENANCE COMPANY, LLC

COLLUMS ADMINISTRATION AND MAINTENANCE COMPANY, LLCEIN 01-0679228Plan #001PY 2020

P.O. BOX 535 - ALLENDALE, SC 298100535803-584-3451LinkedIn201-500 employeespaper & forest products

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$7.2M

-5.5% from 2019

Total participants

214

+2.4% from 2019

Average account balance

$34,012

-9.9% from 2019

Annual return

-5.86%

-10.03 pp from 2019

Benchmarks

See 495 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort495 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.43M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

169

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.

99.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$965K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+6.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$383

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
SYNOVUS TRUST COMPANY5+ years Filed as: SYNOVUS TRUST COMPANY, NA Service code 15 · EIN 58-2146977	Recordkeeping	$56,255

Plan features & details

Pension benefit codes2E2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$56K

$278 / participant

Contract admin$56K100.0%

% of EOY assets

0.780%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SUGGSJOHNSON, LLC
Auditor EIN: 203911651
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,012

$59,328-42.7%

$118,914-71.4%

$73,497-53.7%

Participation rate

99.0%

62.3%+36.7pp

75.4%+23.6pp

70.7%+28.3pp

Annual return

-5.86%

19.13%-25.0pp

35.89%-41.7pp

28.51%-34.4pp

Employer contribution / active EE

$990

$1,803-45.1%

$3,264-69.7%

$2,270-56.4%

Participant deferral / active EE

$1,296

$2,604-50.2%

$4,266-69.6%

$3,740-65.3%

Admin fee / account holder

$265

$600-55.8%

$6,582-96.0%

$513-48.3%

Provider

Service type

Compensation

SYNOVUS TRUST COMPANY5+ years

Filed as: SYNOVUS TRUST COMPANY, NA

Service code 15 · EIN 58-2146977

Recordkeeping

$56,255

COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, LLC 401(K) PROFIT SHARING 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