Retirement plan

CROWE FAMILY ENTERPRISES INC. 401(K)

Name: CROWE FAMILY ENTERPRISES INC. - CROWE FAMILY ENTERPRISES INC. 401(K) (2020) Form 5500
Creator: CROWE FAMILY ENTERPRISES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROWE FAMILY ENTERPRISES INC. 401(K), CROWE FAMILY ENTERPRISES INC.

CROWE FAMILY ENTERPRISES INC.EIN 20-2835671Plan #001PY 2020

421 W. HURON SREET, UNIT 1401 - CHICAGO, IL 60654630-820-7443

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$153K

+11.9% from 2019

Total participants

0.0% from 2019

Average account balance

$152,592

+11.9% from 2019

Annual return

11.86%

-30.84 pp from 2019

Benchmarks

See 14,128 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,128 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$159K

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

5.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-10.95%

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$152,592

$109,411+39.5%

$89,435+70.6%

$158,982-4.0%

Participation rate

4.5%

74.3%-69.7pp

68.0%-63.4pp

82.0%-77.4pp

Annual return

11.86%

345.68%-333.8pp

245.55%-233.7pp

302.99%-291.1pp

Employer contribution / active EE

$3,173-100.0%

$2,587-100.0%

$4,763-100.0%

Participant deferral / active EE

$4,600-100.0%

$3,890-100.0%

$5,983-100.0%

Admin fee / account holder

$6,159-100.0%

$4,884-100.0%

$11,252-100.0%

CROWE FAMILY ENTERPRISES INC. 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CROWE FAMILY ENTERPRISES INC. 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion