Retirement plan

CRAWFORD SOFTWARE CONSULTING I 401 K PROFIT SHARING PLAN TRUST

Name: CRAWFORD SOFTWARE CONSULTING I - CRAWFORD SOFTWARE CONSULTING I 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: CRAWFORD SOFTWARE CONSULTING I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRAWFORD SOFTWARE CONSULTING I 401 K PROFIT SHARING PLAN TRUST, CRAWFORD SOFTWARE CONSULTING I

CRAWFORD SOFTWARE CONSULTING IEIN 02-0525285Plan #001PY 2018

1E COMMONS DR UNIT 26 - LONDONDERRY, NH 030533478603-537-9630crawford-software.comLinkedIn11-50 employeescomputer software

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+14.0% from 2017

Total participants

+40.0% from 2017

Average account balance

$268,369

-5.0% from 2017

Annual return

5.84%

-23.50 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$465K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$180K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+2.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$319204

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 codes2G2E2T3D2J2F

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$268,369

$92,219+191.0%

$76,768+249.6%

$135,379+98.2%

Participation rate

83.3%

79.8%+3.6pp

77.0%+6.4pp

82.6%+0.7pp

Annual return

5.84%

5.46%+0.4pp

2.43%+3.4pp

519.79%-513.9pp

Employer contribution / active EE

$8,804

$3,216+173.8%

$2,485+254.3%

$4,779+84.2%

Participant deferral / active EE

$10,484

$4,508+132.5%

$3,852+172.2%

$5,609+86.9%

Admin fee / account holder

$10,749-100.0%

$6,675-100.0%

$10,828-100.0%

CRAWFORD SOFTWARE CONSULTING I 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CRAWFORD SOFTWARE CONSULTING I 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion