Retirement plan

CHASE OFFICE SUPPLIES, LTD. 401(K) PLAN

Name: CHASE OFFICE SUPPLIES, LTD. - CHASE OFFICE SUPPLIES, LTD. 401(K) PLAN (2015) Form 5500
Creator: CHASE OFFICE SUPPLIES, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHASE OFFICE SUPPLIES, LTD. 401(K) PLAN, CHASE OFFICE SUPPLIES, LTD.

CHASE OFFICE SUPPLIES, LTD.EIN 13-1972419Plan #001PY 2015

BROOKLYN NAVY YARD, 63 FLUSHING AVENUE, BUILDING 3 - BROOKLYN, NY 11205718-852-9400chaseofficesupply.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

No prior year

Average account balance

$60,156

No prior year

Annual return

16.34%

No prior year

Benchmarks

See 5,785 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort5,785 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$652K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

214.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$676

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 codes2E2F2G2J

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.

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

$691K

$40670 / participant

Other / not subdivided$691K100.0%

% of EOY assets

44.205%

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

$60,156

$97,881-38.5%

$80,004-24.8%

$125,388-52.0%

Participation rate

100.0%

77.9%+22.1pp

73.0%+27.0pp

83.2%+16.8pp

Annual return

16.34%

9.36%+7.0pp

7.63%+8.7pp

282.24%-265.9pp

Employer contribution / active EE

$3,111

$3,128-0.5%

$2,473+25.8%

$4,866-36.1%

Participant deferral / active EE

$680

$3,744-81.8%

$3,204-78.8%

$5,352-87.3%

Admin fee / account holder

$26,592

$6,278+323.6%

$5,033+428.3%

$9,541+178.7%

CHASE OFFICE SUPPLIES, LTD. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHASE OFFICE SUPPLIES, LTD. 401(K) 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