Retirement plan

EMPLOYEE BENEFIT PLAN OF CONSOLIDATED DESIGN ENGINEERING, INC.

Name: CONSOLIDATED DESIGN ENGINEERING, INC. - EMPLOYEE BENEFIT PLAN OF CONSOLIDATED DESIGN ENGINEERING, INC. (2019) Form 5500
Creator: CONSOLIDATED DESIGN ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CONSOLIDATED DESIGN ENGINEERING, INC., CONSOLIDATED DESIGN ENGINEERING, INC.

CONSOLIDATED DESIGN ENGINEERING, INC.EIN 23-2409306Plan #001PY 2019

1022 JAMES DR - LEESPORT, PA 195338832610-916-1600consolidatedengineers.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

-6.3% from 2018

Total participants

-5.0% from 2018

Average account balance

$152,802

-1.1% from 2018

Annual return

17.66%

+24.57 pp from 2018

Benchmarks

See 119,386 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,386 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.48M

Not enough data

1 years with asset history on file

Average account balance

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

$249K

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.

129.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$215K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2277

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G2T

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.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$895K

$55940 / participant

Other / not subdivided$895K100.0%

% of EOY assets

32.542%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$152,802

$157,256-2.8%

$141,162+8.2%

$152,8610%

Participation rate

93.8%

84.8%+8.9pp

82.5%+11.3pp

82.4%+11.3pp

Annual return

17.66%

64.32%-46.7pp

71.39%-53.7pp

345.32%-327.7pp

Employer contribution / active EE

$3,104

$5,261-41.0%

$4,735-34.4%

$4,762-34.8%

Participant deferral / active EE

$8,776

$7,109+23.4%

$6,709+30.8%

$5,850+50.0%

Admin fee / account holder

$49,724

$12,120+310.3%

$10,261+384.6%

$11,596+328.8%

EMPLOYEE BENEFIT PLAN OF CONSOLIDATED DESIGN ENGINEERING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CONSOLIDATED DESIGN ENGINEERING, INC.

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