Retirement plan

CALIFORNIA BARRICADE RENTALS, INC. 401(K) PROFIT SHARING PLAN

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

CALIFORNIA BARRICADE RENTALS, INC.EIN 33-0783424Plan #002PY 2018

1550 E. SAINT GERTRUDE PLACE - SANTA ANA, CA 92705714-558-8474californiabarricade.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh retiree %High feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+3.7% from 2017

Total participants

+12.5% from 2017

Average account balance

$94,560

-7.8% from 2017

Annual return

-2.31%

-3.50 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$778K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

189.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$226

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 · EIN 84-0467907	Recordkeeping Fees	$8,660
LPL FINANCIAL1 year Service code 27	Advisory (Plan)	$5,847

Plan features & details

Pension benefit codes2A2E2J2K3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

3 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).
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$72K

$5961 / participant

Other / not subdivided$72K100.0%

% of EOY assets

4.202%

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

$94,560

$211,946-55.4%

$169,452-44.2%

$135,380-30.2%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-2.31%

3.26%-5.6pp

1.83%-4.1pp

519.81%-522.1pp

Employer contribution / active EE

$8,754

$5,117+71.1%

$4,157+110.6%

$4,779+83.2%

Participant deferral / active EE

$4,655

$6,075-23.4%

$5,277-11.8%

$5,609-17.0%

Admin fee / account holder

$3,974

$11,472-65.4%

$9,110-56.4%

$10,828-63.3%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64 · EIN 84-0467907

Recordkeeping Fees

$8,660

LPL FINANCIAL1 year

Service code 27

Advisory (Plan)

$5,847

CALIFORNIA BARRICADE RENTALS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALIFORNIA BARRICADE RENTALS, INC. 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