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 119,339 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,339 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.68M

Not enough data

1 years with asset history on file

Average account balance

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

$234K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$237K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17621

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 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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$152,802

$157,296-2.9%

$141,191+8.2%

$152,897-0.1%

Participation rate

93.8%

84.8%+8.9pp

82.5%+11.3pp

Annual return

17.66%

64.34%-46.7pp

71.41%-53.7pp

345.43%-327.8pp

Employer contribution / active EE

$3,104

$5,262-41.0%

$4,736-34.5%

$4,764-34.8%

Participant deferral / active EE

$8,776

$7,111+23.4%

$6,710+30.8%

$5,851+50.0%

Admin fee / account holder

$49,724

$12,125+310.1%

$10,264+384.4%

$11,599+328.7%

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