Retirement plan

COASTAL SECURITY & INVESTIGATIVE SERVICES, INC. 401(K) PLAN

Name: COASTAL SECURITY & INVESTIGATIVE SERVICES, INC. - COASTAL SECURITY & INVESTIGATIVE SERVICES, INC. 401(K) PLAN (2022) Form 5500
Creator: COASTAL SECURITY & INVESTIGATIVE SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COASTAL SECURITY & INVESTIGATIVE SERVICES, INC. 401(K) PLAN, COASTAL SECURITY & INVESTIGATIVE SERVICES, INC.

COASTAL SECURITY & INVESTIGATIVE SERVICES, INC.EIN 20-3840864Plan #001PY 2022

15 PALMETTO BUSINESS PARK - HILTON HEAD ISLAND, SC 29928843-338-6129

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$348K

No prior year

Total participants

No prior year

Average account balance

$31,632

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 17,029 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,029 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

13.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+35.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5388

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 codes2E2J2F2G3D

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$9K

$775 / participant

Other / not subdivided$9K100.0%

% of EOY assets

2.451%

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

$31,632

$93,098-66.0%

$77,081-59.0%

$134,509-76.5%

Participation rate

100.0%

74.5%+25.5pp

67.9%+32.1pp

81.2%+18.8pp

Annual return

0.00%

62.63%-62.6pp

42.33%-42.3pp

418.13%-418.1pp

Employer contribution / active EE

$1,355

$3,419-60.4%

$2,813-51.8%

$4,741-71.4%

Participant deferral / active EE

$3,373

$5,239-35.6%

$4,428-23.8%

$6,400-47.3%

Admin fee / account holder

$775

$6,945-88.8%

$5,427-85.7%

$11,427-93.2%

COASTAL SECURITY & INVESTIGATIVE SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COASTAL SECURITY & INVESTIGATIVE 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