Retirement plan

CANTON HOTEL & RESTAURANT SUPPLY 401(K) PLAN

Name: CANTON HOTEL & RESTAURANT SUPPLY - CANTON HOTEL & RESTAURANT SUPPLY 401(K) PLAN (2020) Form 5500
Creator: CANTON HOTEL & RESTAURANT SUPPLY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CANTON HOTEL & RESTAURANT SUPPLY 401(K) PLAN, CANTON HOTEL & RESTAURANT SUPPLY

CANTON HOTEL & RESTAURANT SUPPLYEIN 34-1045238Plan #001PY 2020

1930 36TH STREET NE - CANTON, OH 44705330-456-4708cantonhotelrestaurant.comLinkedIn1-10 employeescomputer software

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$883K

+11.5% from 2019

Total participants

+5.9% from 2019

Average account balance

$55,166

+11.5% from 2019

Annual return

6.38%

+11.39 pp from 2019

Benchmarks

See 3,638 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,638 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

111.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1512

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 codes2E2J2F2G3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$73 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.133%

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

$55,166

$105,960-47.9%

$81,726-32.5%

$158,982-65.3%

Participation rate

87.5%

75.6%+11.9pp

72.0%+15.5pp

82.0%+5.5pp

Annual return

6.38%

38.19%-31.8pp

29.49%-23.1pp

302.99%-296.6pp

Employer contribution / active EE

$1,192

$7,805-84.7%

$4,311-72.3%

$4,763-75.0%

Participant deferral / active EE

$1,319

$13,011-89.9%

$7,108-81.4%

$5,983-78.0%

Admin fee / account holder

$73

$8,494-99.1%

$5,160-98.6%

$11,252-99.3%

CANTON HOTEL & RESTAURANT SUPPLY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CANTON HOTEL & RESTAURANT SUPPLY 401(K) 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