Retirement plan

CHICAGO CAR INTERCHANGE BUREAU PLAN

Name: CHICAGO CAR INTERCHANGE BUREAU - CHICAGO CAR INTERCHANGE BUREAU PLAN (2019) Form 5500
Creator: CHICAGO CAR INTERCHANGE BUREAU
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHICAGO CAR INTERCHANGE BUREAU PLAN, CHICAGO CAR INTERCHANGE BUREAU

CHICAGO CAR INTERCHANGE BUREAUEIN 36-4064132Plan #002PY 2019

62 ORLAND SQUARE DRIVE,, SUITE 301 - ORLAND PARK, IL 60462708-403-5216theccib.comLinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.7M

-13.2% from 2018

Total participants

+75.0% from 2018

Average account balance

$285,907

-42.1% from 2018

Annual return

26.23%

+30.72 pp from 2018

Benchmarks

See 6,729 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,729 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.27M

Not enough data

1 years with asset history on file

Average account balance

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

$654K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+30.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$826K

$165202 / participant

Other / not subdivided$826K100.0%

% of EOY assets

48.152%

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

$285,907

$96,524+196.2%

$75,900+276.7%

$152,909+87.0%

Participation rate

80.0%

76.2%+3.8pp

69.3%+10.7pp

82.5%-2.5pp

Annual return

26.23%

33.93%-7.7pp

30.73%-4.5pp

345.46%-319.2pp

Employer contribution / active EE

$1,953

$3,311-41.0%

$2,501-21.9%

$4,764-59.0%

Participant deferral / active EE

$7,370

$4,554+61.8%

$3,604+104.5%

$5,851+26.0%

Admin fee / account holder

$137,669

$8,082+1603.4%

$5,421+2439.5%

$11,601+1086.7%

CHICAGO CAR INTERCHANGE BUREAU PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHICAGO CAR INTERCHANGE BUREAU 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