Retirement plan

CENTRAL COATING CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: CENTRAL COATING CO., INC. - CENTRAL COATING CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN (2015) Form 5500
Creator: CENTRAL COATING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL COATING CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN, CENTRAL COATING CO., INC.

CENTRAL COATING CO., INC.EIN 04-2514329Plan #003PY 2015

165 SHREWSBURY STREET - WEST BOYLSTON, MA 01583508-835-6225centralcoating.comLinkedIn51-200 employeesmedical devices

Other plans on this EIN

1 filing

#002Retirement-$1.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.3M

No prior year

Total participants

No prior year

Average account balance

$119,386

No prior year

Annual return

4.75%

No prior year

Benchmarks

See 5,562 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,562 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.45M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$994K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

-11.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30009

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 codes2P2Q3F3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$348K

$7910 / participant

Other / not subdivided$348K100.0%

% of EOY assets

6.625%

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

$119,386

$54,380+119.5%

$68,509+74.3%

$59,633+100.2%

Participation rate

100.0%

70.2%+29.8pp

74.7%+25.3pp

68.7%+31.3pp

Annual return

4.75%

2.83%+1.9pp

8.27%-3.5pp

2041.45%-2036.7pp

Employer contribution / active EE

$8,084

$1,539+425.5%

$2,278+254.9%

$2,203+267.0%

Participant deferral / active EE

$2,643-100.0%

$3,382-100.0%

$3,192-100.0%

Admin fee / account holder

$7,910

$3,885+103.6%

$5,275+50.0%

$4,297+84.1%

CENTRAL COATING CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL COATING CO., INC. EMPLOYEE STOCK OWNERSHIP 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