Retirement plan

CHAMBERLAINS VACU BLAST SALES 401 K PROFIT SHARING PLAN TRUST

Name: CHAMBERLAINS VACU BLAST SALES - CHAMBERLAINS VACU BLAST SALES 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: CHAMBERLAINS VACU BLAST SALES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAMBERLAINS VACU BLAST SALES 401 K PROFIT SHARING PLAN TRUST, CHAMBERLAINS VACU BLAST SALES

CHAMBERLAINS VACU BLAST SALESEIN 22-1757324Plan #001PY 2015

1200 BANNARD ST - CINNAMINSON, NJ 080771802609-829-6444

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$548K

No prior year

Total participants

No prior year

Average account balance

$136,877

No prior year

Annual return

3.43%

No prior year

Benchmarks

See 18,068 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort18,068 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$462K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+22.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$501K

$125185 / participant

Other / not subdivided$501K100.0%

% of EOY assets

91.458%

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

$136,877

$78,694+73.9%

$67,652+102.3%

$125,393+9.2%

Participation rate

50.0%

78.8%-28.8pp

75.7%-25.7pp

83.2%-33.2pp

Annual return

3.43%

9.46%-6.0pp

6625.04%-6621.6pp

282.23%-278.8pp

Employer contribution / active EE

$3,109

$3,044+2.1%

$2,266+37.2%

$4,866-36.1%

Participant deferral / active EE

$4,824

$4,292+12.4%

$3,560+35.5%

$5,351-9.9%

Admin fee / account holder

$125,185

$7,403+1591.0%

$4,821+2496.7%

$9,541+1212.1%

CHAMBERLAINS VACU BLAST SALES 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAMBERLAINS VACU BLAST SALES 401 K PROFIT SHARING PLAN TRUST

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