Retirement plan

CORD SPECIALTIES CO 401 K PROFIT SHARING PLAN TRUST

Name: CORD SPECIALTIES CO - CORD SPECIALTIES CO 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: CORD SPECIALTIES CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORD SPECIALTIES CO 401 K PROFIT SHARING PLAN TRUST, CORD SPECIALTIES CO

CORD SPECIALTIES COEIN 36-2485542Plan #001PY 2017

757 N LARCH AVE - ELMHURST, IL 601262211847-455-3503cordspecialties.comLinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+28.8% from 2016

Total participants

+5.6% from 2016

Average account balance

$23,910

+18.1% from 2016

Annual return

21.66%

+15.23 pp from 2016

Benchmarks

See 14,969 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,969 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.93M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

323.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6042

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$72 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.167%

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

$23,910

$67,606-64.6%

$82,313-71.0%

$70,124-65.9%

Participation rate

92.5%

72.8%+19.7pp

76.9%+15.6pp

69.5%+23.0pp

Annual return

21.66%

21.57%+0.1pp

25.88%-4.2pp

73.14%-51.5pp

Employer contribution / active EE

$1,093

$1,755-37.7%

$2,428-55.0%

$2,342-53.3%

Participant deferral / active EE

$1,356

$2,987-54.6%

$3,706-63.4%

$3,332-59.3%

Admin fee / account holder

$40

$4,512-99.1%

$5,608-99.3%

$4,645-99.1%

CORD SPECIALTIES CO 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORD SPECIALTIES CO 401 K PROFIT SHARING PLAN TRUST

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