Retirement plan

CM INTERNATIONAL INDUSTRIES CORP 401(K)PROFIT SHARING PLAN

Name: CM INTERNATIONAL INDUSTRIES CORP. - CM INTERNATIONAL INDUSTRIES CORP 401(K)PROFIT SHARING PLAN (2020) Form 5500
Creator: CM INTERNATIONAL INDUSTRIES CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CM INTERNATIONAL INDUSTRIES CORP 401(K)PROFIT SHARING PLAN, CM INTERNATIONAL INDUSTRIES CORP.

CM INTERNATIONAL INDUSTRIES CORP.EIN 36-3953063Plan #001PY 2020

360 SHORE DRIVE - BURR RIDGE, IL 60527630-920-8281cmiic.comLinkedIn51-200 employeesmechanical or industrial engineering

Other plans on this EIN

1 filing

#002Retirement-$1.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+29.2% from 2019

Total participants

+16.7% from 2019

Average account balance

$170,098

+10.8% from 2019

Annual return

15.72%

-2.45 pp from 2019

Benchmarks

See 22,200 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,200 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

-6.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1404

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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

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

$8K

$1546 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.649%

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

$170,098

$162,785+4.5%

$133,959+27.0%

$158,950+7.0%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

15.72%

41.94%-26.2pp

45.09%-29.4pp

302.91%-287.2pp

Employer contribution / active EE

$14,090

$4,975+183.2%

$3,919+259.6%

$4,762+195.9%

Participant deferral / active EE

$10,778

$5,910+82.4%

$5,047+113.5%

$5,983+80.2%

Admin fee / account holder

$1,105

$11,738-90.6%

$8,928-87.6%

$11,248-90.2%

CM INTERNATIONAL INDUSTRIES CORP 401(K)PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CM INTERNATIONAL INDUSTRIES CORP 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