Retirement plan

CUSTOM ARCHITECTURAL DESIGN MANAGEMENT LLC PROFIT SHARE PLAN

Name: CUSTOM ARCHITECTURAL DESIGN MANAGEMENT LLC - CUSTOM ARCHITECTURAL DESIGN MANAGEMENT LLC PROFIT SHARE PLAN (2020) Form 5500
Creator: CUSTOM ARCHITECTURAL DESIGN MANAGEMENT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CUSTOM ARCHITECTURAL DESIGN MANAGEMENT LLC PROFIT SHARE PLAN, CUSTOM ARCHITECTURAL DESIGN MANAGEMENT LLC

CUSTOM ARCHITECTURAL DESIGN MANAGEMENT LLCEIN 22-3886461Plan #001PY 2020

373 S WILLOW ST STE 308 - MANCHESTER, NH 031035751603-644-2110

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+22.2% from 2019

Total participants

0.0% from 2019

Average account balance

$158,985

+57.1% from 2019

Annual return

16.84%

-3.80 pp from 2019

Benchmarks

See 8,252 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,252 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$268K

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

$22K

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

+14.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1592

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

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

$6K

$637 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.515%

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

$158,985

$118,708+33.9%

$98,920+60.7%

$158,9660%

Participation rate

77.8%

77.8%0pp

76.0%+1.7pp

82.0%-4.2pp

Annual return

16.84%

372.49%-355.7pp

196.47%-179.6pp

302.95%-286.1pp

Employer contribution / active EE

$1,405

$3,334-57.8%

$2,689-47.7%

$4,762-70.5%

Participant deferral / active EE

$3,979

$5,089-21.8%

$4,245-6.3%

$5,983-33.5%

Admin fee / account holder

$819

$10,134-91.9%

$6,643-87.7%

$11,250-92.7%

CUSTOM ARCHITECTURAL DESIGN MANAGEMENT LLC PROFIT SHARE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CUSTOM ARCHITECTURAL DESIGN MANAGEMENT LLC PROFIT SHARE 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