Retirement plan

CRYSTAL SPRINGS SERVICES, INC. 401(K) PLAN

Name: CRYSTAL SPRINGS SERVICES, INC - CRYSTAL SPRINGS SERVICES, INC. 401(K) PLAN (2021) Form 5500
Creator: CRYSTAL SPRINGS SERVICES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRYSTAL SPRINGS SERVICES, INC. 401(K) PLAN, CRYSTAL SPRINGS SERVICES, INC

CRYSTAL SPRINGS SERVICES, INCEIN 20-1335072Plan #001PY 2021

700 POLHEMUS RD - SAN MATEO, CA 94402650-573-1881LinkedIn1-10 employeesoil & energy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$780K

+24.5% from 2020

Total participants

0.0% from 2020

Average account balance

$155,910

+24.5% from 2020

Annual return

11.03%

+2.64 pp from 2020

Benchmarks

See 19,960 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort19,960 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$225K

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.

125.0%

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

$27K

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

+16.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$5K

$982 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.630%

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

$155,910

$118,869+31.2%

$96,575+61.4%

$167,518-6.9%

Participation rate

100.0%

75.5%+24.5pp

69.8%+30.2pp

82.1%+17.9pp

Annual return

11.03%

50.49%-39.5pp

37.79%-26.8pp

478.71%-467.7pp

Employer contribution / active EE

$9,040

$3,120+189.7%

$2,357+283.6%

$4,838+86.8%

Participant deferral / active EE

$7,800

$4,616+69.0%

$3,849+102.7%

$6,342+23.0%

Admin fee / account holder

$982

$8,067-87.8%

$6,182-84.1%

$12,312-92.0%

CRYSTAL SPRINGS SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRYSTAL SPRINGS SERVICES, INC. 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