Retirement plan

CRABTREE, TISSOT, HAZLE & CO 401(K) PLAN

Name: CRABTREE, TISSOT, FELBER & CO. - CRABTREE, TISSOT, HAZLE & CO 401(K) PLAN (2020) Form 5500
Creator: CRABTREE, TISSOT, FELBER & CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRABTREE, TISSOT, HAZLE & CO 401(K) PLAN, CRABTREE, TISSOT, FELBER & CO.

CRABTREE, TISSOT, FELBER & CO.dba CTF PARTNERSEIN 34-1616939Plan #001PY 2020

3899 STATE RD - CUYAHOGA FALLS, OH 44223330-923-2911

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$787K

+5.3% from 2019

Total participants

+15.4% from 2019

Average account balance

$65,606

+5.3% from 2019

Annual return

20.67%

-2.33 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.92M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

61.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8525

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 codes2G2J

Plan features

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.

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

$244K

$18754 / participant

Other / not subdivided$244K100.0%

% of EOY assets

30.968%

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

$65,606

$165,361-60.3%

$149,715-56.2%

$158,950-58.7%

Participation rate

76.9%

84.6%-7.6pp

82.5%-5.6pp

82.0%-5.0pp

Annual return

20.67%

348.24%-327.6pp

276.66%-256.0pp

302.91%-282.2pp

Employer contribution / active EE

$1,623

$5,103-68.2%

$4,645-65.1%

$4,762-65.9%

Participant deferral / active EE

$8,300

$7,182+15.6%

$6,842+21.3%

$5,983+38.7%

Admin fee / account holder

$20,317

$10,808+88.0%

$9,310+118.2%

$11,248+80.6%

CRABTREE, TISSOT, HAZLE & CO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRABTREE, TISSOT, HAZLE & CO 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