Retirement plan

CHURCHILL CORPORATE SERVICES, INC. 401K PLAN

Name: CHURCHILL CORPORATE SERVICES, INC. - CHURCHILL CORPORATE SERVICES, INC. 401K PLAN (2016) Form 5500
Creator: CHURCHILL CORPORATE SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHURCHILL CORPORATE SERVICES, INC. 401K PLAN, CHURCHILL CORPORATE SERVICES, INC.

CHURCHILL CORPORATE SERVICES, INC.EIN 22-3485783Plan #001PY 2016

56 UTTER AVE - HAWTHORNE, NJ 07506973-636-9400

Prospect flagsLow participationLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$1.3M

+20.1% from 2015

Total participants

146

+17.7% from 2015

Average account balance

$27,440

+12.5% from 2015

Annual return

6.27%

+7.76 pp from 2015

Benchmarks

See 896 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort896 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.29M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

114.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170K

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

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1804

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$15,859
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA FINANCIAL SPECIALIST Service code 27	Advisory (Plan)	$7,046
INTAC ACTUARIAL SERVICES2+ years Service code 12	Claims processing; Recordkeeping and ...	$4,679
INTAC ACTUARIAL SERVICES2+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 12 · EIN 11-3401702 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450	Claims processing; Consulting (pensio...	$1,129
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA FINANCIAL SPECIALISTS Service code 27 200 N MARTINGALE RD. · SCHAUMBURG, IL 60173	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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: DAVID FISCH & CO. CPAS PC
Auditor EIN: 133624679
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,440

$50,898-46.1%

$171,082-84.0%

$55,167-50.3%

Participation rate

14.7%

63.3%-48.6pp

76.7%-62.0pp

69.0%-54.3pp

Annual return

6.27%

15.34%-9.1pp

32.56%-26.3pp

169.23%-163.0pp

Employer contribution / active EE

$265

$1,433-81.5%

$4,002-93.4%

$1,963-86.5%

Participant deferral / active EE

$1,074

$2,994-64.1%

$4,797-77.6%

$3,054-64.8%

Admin fee / account holder

$500-100.0%

$8,520-100.0%

$504-100.0%

Provider

Service type

Compensation

NATIONWIDE2+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$15,859

CETERA ADVISOR NETWORKS LLC2+ years

Filed as: CETERA FINANCIAL SPECIALIST

Service code 27

Advisory (Plan)

$7,046

INTAC ACTUARIAL SERVICES2+ years

Service code 12

Claims processing; Recordkeeping and ...

$4,679

INTAC ACTUARIAL SERVICES2+ years

Filed as: INTAC ACTUARIAL SERVICES, INC.

Service code 12 · EIN 11-3401702

545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450

Claims processing; Consulting (pensio...

$1,129

CETERA ADVISOR NETWORKS LLC2+ years

Filed as: CETERA FINANCIAL SPECIALISTS

Service code 27

200 N MARTINGALE RD. · SCHAUMBURG, IL 60173

Advisory (Plan)

CHURCHILL CORPORATE SERVICES, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHURCHILL CORPORATE SERVICES, INC. 401K PLAN

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