Retirement plan

CRYSTAL ABRASIVES CORPORATION 401(K) PLAN

Name: CRYSTAL ABRASIVES CORPORATION - CRYSTAL ABRASIVES CORPORATION 401(K) PLAN (2019) Form 5500
Creator: CRYSTAL ABRASIVES CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRYSTAL ABRASIVES CORPORATION 401(K) PLAN, CRYSTAL ABRASIVES CORPORATION

CRYSTAL ABRASIVES CORPORATIONEIN 13-3479770Plan #001PY 2019

35 WEST 45TH STREET - NEW YORK, NY 10036212-869-5160

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$236K

+1093.9% from 2018

Total participants

+33.3% from 2018

Average account balance

$13,111

+629.6% from 2018

Annual return

839.89%

+839.89 pp from 2018

Benchmarks

See 22,306 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,306 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$764K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3110

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$87 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.629%

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

$13,111

$152,612-91.4%

$125,192-89.5%

$152,897-91.4%

Participation rate

88.2%

83.3%+4.9pp

79.8%+8.5pp

82.5%+5.8pp

Annual return

839.89%

54.85%+785.0pp

43.79%+796.1pp

345.43%+494.5pp

Employer contribution / active EE

$4,947-100.0%

$3,866-100.0%

$4,764-100.0%

Participant deferral / active EE

$2,988

$5,868-49.1%

$4,937-39.5%

$5,851-48.9%

Admin fee / account holder

$83

$13,437-99.4%

$9,704-99.1%

$11,599-99.3%

CRYSTAL ABRASIVES CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRYSTAL ABRASIVES CORPORATION 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