Retirement plan

CROWN ROLL LEAF, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: CROWN ROLL LEAF, INC. - CROWN ROLL LEAF, INC. 401(K) RETIREMENT SAVINGS PLAN (2018) Form 5500
Creator: CROWN ROLL LEAF, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROWN ROLL LEAF, INC. 401(K) RETIREMENT SAVINGS PLAN, CROWN ROLL LEAF, INC.

CROWN ROLL LEAF, INC.EIN 22-1980418Plan #001PY 2018

91 ILLINOIS AVENUE - PATERSON, NJ 07503973-742-4000crownrollleaf.comLinkedIn51-200 employeesprinting

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$7.4M

-5.0% from 2017

Total participants

165

0.0% from 2017

Average account balance

$73,711

-0.3% from 2017

Annual return

-4.54%

-16.46 pp from 2017

Benchmarks

See 1,975 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,975 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.79M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

55.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$351K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.50%

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
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$1,950
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS LLC Service code 61 · EIN 13-4078005	Finders' fees / placement fees	$0

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

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.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$13 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.026%

all-in expense ratio

Categories reported

0 / 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: NICHOLAS J LORDI PC
Auditor EIN: 223334966
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,711

$58,093+26.9%

$80,022-7.9%

$56,287+31.0%

Participation rate

58.2%

73.6%-15.5pp

75.8%-17.7pp

69.9%-11.7pp

Annual return

-4.54%

34.63%-39.2pp

11.22%-15.8pp

-9.96%+5.4pp

Employer contribution / active EE

$1,933-100.0%

$2,468-100.0%

$2,111-100.0%

Participant deferral / active EE

$2,202

$3,136-29.8%

$3,686-40.2%

$3,350-34.3%

Admin fee / account holder

$19

$623-96.9%

$6,521-99.7%

$521-96.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$1,950

AXA EQUITABLE LIFE INSURANCE CO4+ years

Filed as: AXA ADVISORS LLC

Service code 61 · EIN 13-4078005

Finders' fees / placement fees

CROWN ROLL LEAF, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROWN ROLL LEAF, INC. 401(K) RETIREMENT SAVINGS 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