Retirement plan

THE CEI GROUP 401(K) PROFIT SHARING PLAN

Name: THE CEI GROUP, INC. - THE CEI GROUP 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: THE CEI GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CEI GROUP 401(K) PROFIT SHARING PLAN, THE CEI GROUP, INC.

THE CEI GROUP, INC.EIN 23-2290246Plan #001PY 2018

4850 E. STREET ROAD SUITE 230 - TREVOSE, PA 19053215-485-4669

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$11.6M

-6.4% from 2017

Total participants

317

+8.2% from 2017

Average account balance

$37,187

-12.1% from 2017

Annual return

-5.94%

-23.53 pp from 2017

Benchmarks

See 1,003 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,003 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-96.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 2 by compensation

Provider	Service type	Compensation
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 26 30330 NORTH ROCKY POINT DRIVE WEST · TAMPA, FL 33607	Advisory (Participants)	$36,685
CARDINAL PENSION GROUP, INC.3+ years Service code 49 P O BOX 5268 · WEST CHESTER, PA 19380	Other Services	$6,114

Plan features & details

Pension benefit codes2E2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$3K

$10 / participant

Contract admin$3K100.0%

% of EOY assets

0.022%

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: BASSMAN, LAWROW, ADELMAN & WEISS PC
Auditor EIN: 232088272
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,187

$33,067+12.5%

$76,518-51.4%

$56,289-33.9%

Participation rate

97.6%

55.4%+42.2pp

68.0%+29.6pp

69.9%+27.7pp

Annual return

-5.94%

2.72%-8.7pp

-0.27%-5.7pp

-9.96%+4.0pp

Employer contribution / active EE

$1,057

$1,200-12.0%

$2,647-60.1%

$2,111-50.0%

Participant deferral / active EE

$3,603

$2,240+60.8%

$3,836-6.1%

$3,350+7.5%

Admin fee / account holder

$537-98.5%

$4,849-99.8%

$521-98.4%

Provider

Service type

Compensation

INDEPENDENT FINANCIAL PARTNERS3+ years

Service code 26

30330 NORTH ROCKY POINT DRIVE WEST · TAMPA, FL 33607

Advisory (Participants)

$36,685

CARDINAL PENSION GROUP, INC.3+ years

Service code 49

P O BOX 5268 · WEST CHESTER, PA 19380

Other Services

$6,114

THE CEI GROUP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CEI GROUP 401(K) 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