Retirement plan

CROSSROAD INGREDIENTS LLC 401(K) PLAN

Name: CROSSROAD INGREDIENTS LLC - CROSSROAD INGREDIENTS LLC 401(K) PLAN (2017) Form 5500
Creator: CROSSROAD INGREDIENTS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROSSROAD INGREDIENTS LLC 401(K) PLAN, CROSSROAD INGREDIENTS LLC

CROSSROAD INGREDIENTS LLCEIN 20-0473438Plan #001PY 2017

271 ROUTE 46 WEST, SUITE H206 - FAIRFIELD, NJ 07004973-244-0899crossroadingredients.comLinkedIn11-50 employeesimport and export

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-28.8% from 2016

Total participants

-20.0% from 2016

Average account balance

$192,031

-11.0% from 2016

Annual return

8.82%

-2.63 pp from 2016

Benchmarks

See 3,171 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,171 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.10M

Not enough data

1 years with asset history on file

Average account balance

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

$388K

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

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1850

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 codes2E2F2G2J3D

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.
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

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

$892K

$111452 / participant

Other / not subdivided$892K100.0%

% of EOY assets

58.039%

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

$192,031

$100,901+90.3%

$75,670+153.8%

$147,585+30.1%

Participation rate

100.0%

77.1%+22.9pp

72.3%+27.7pp

82.8%+17.2pp

Annual return

8.82%

35.78%-27.0pp

27.34%-18.5pp

578.57%-569.8pp

Employer contribution / active EE

$3,576

$3,253+9.9%

$2,352+52.0%

$4,876-26.7%

Participant deferral / active EE

$6,398

$4,027+58.9%

$3,142+103.6%

$5,439+17.6%

Admin fee / account holder

$111,452

$11,285+887.6%

$5,800+1821.7%

$10,885+923.9%

CROSSROAD INGREDIENTS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROSSROAD INGREDIENTS LLC 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