Retirement plan

INTERNATIONAL COSMETIC SUPPLIERS US 401(K)

Name: INTERNATIONAL COSMETIC SUPPLIERS - INTERNATIONAL COSMETIC SUPPLIERS US 401(K) (2021) Form 5500
Creator: INTERNATIONAL COSMETIC SUPPLIERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL COSMETIC SUPPLIERS US 401(K), INTERNATIONAL COSMETIC SUPPLIERS

INTERNATIONAL COSMETIC SUPPLIERSEIN 32-0495267Plan #001PY 2021

4525 SE 37TH AVENUE - PORTLAND, OR 97202503-206-7179

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$159K

+47.4% from 2020

Total participants

+33.3% from 2020

Average account balance

$52,961

+47.4% from 2020

Annual return

17.92%

-26.60 pp from 2020

Benchmarks

See 15,329 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,329 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$408K

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+16.21%

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

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$52,961

$114,093-53.6%

$96,171-44.9%

$167,536-68.4%

Participation rate

66.7%

75.1%-8.4pp

68.4%-1.8pp

82.1%-15.4pp

Annual return

17.92%

190.00%-172.1pp

192.04%-174.1pp

478.82%-460.9pp

Employer contribution / active EE

$3,141

$3,429-8.4%

$2,799+12.2%

$4,839-35.1%

Participant deferral / active EE

$7,443

$5,197+43.2%

$4,350+71.1%

$6,342+17.4%

Admin fee / account holder

$6,899-100.0%

$5,538-100.0%

$12,315-100.0%

INTERNATIONAL COSMETIC SUPPLIERS US 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

INTERNATIONAL COSMETIC SUPPLIERS US 401(K)

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