Retirement plan

COILHOSE PNEUMATICS PROFIT SHARING PLAN

Name: COILHOSE PNEUMATICS - COILHOSE PNEUMATICS PROFIT SHARING PLAN (2015) Form 5500
Creator: COILHOSE PNEUMATICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COILHOSE PNEUMATICS PROFIT SHARING PLAN, COILHOSE PNEUMATICS

COILHOSE PNEUMATICSEIN 22-1861862Plan #001PY 2015

19 KIMBERLY ROAD - EAST BRUNSWICK, NJ 08816732-390-8480coilhose.comLinkedIn51-200 employeesplastics

Prospect flagsLow returnsHigh cash

How to read this page

Total assets (EOY)

$8.4M

No prior year

Total participants

177

No prior year

Average account balance

$49,821

No prior year

Annual return

-2.76%

No prior year

Benchmarks

See 3,906 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort3,906 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.34M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

180

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.

77.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$657K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
CHERNOFF DIAMOND & CO., LLC1+ years Service code 15 · EIN 11-2836994	Recordkeeping	$30,244
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737782	Securities Custodian	$5,576

Plan features & details

Pension benefit codes2E2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$8K

$52 / participant

Contract admin$8K100.0%

% of EOY assets

0.099%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: COHNREZNICK, LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,821

$54,320-8.3%

$67,653-26.4%

$52,331-4.8%

Participation rate

94.3%

73.6%+20.7pp

75.7%+18.6pp

68.1%+26.2pp

Annual return

-2.76%

6.81%-9.6pp

6625.22%-6628.0pp

4.54%-7.3pp

Employer contribution / active EE

$886

$1,544-42.6%

$2,266-60.9%

$1,882-52.9%

Participant deferral / active EE

$2,635

$2,950-10.7%

$3,560-26.0%

$3,022-12.8%

Admin fee / account holder

$49

$527-90.6%

$4,821-99.0%

$592-91.7%

Provider

Service type

Compensation

CHERNOFF DIAMOND & CO., LLC1+ years

Service code 15 · EIN 11-2836994

Recordkeeping

$30,244

CHARLES SCHWAB & CO., INC.1+ years

Filed as: CHARLES SCHWAB BANK

Service code 19 · EIN 94-1737782

Securities Custodian

$5,576

COILHOSE PNEUMATICS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COILHOSE PNEUMATICS PROFIT SHARING 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