Retirement plan

CELIA CORPORATION 401(K) PLAN

Name: CELIA CORPORATION - CELIA CORPORATION 401(K) PLAN (2017) Form 5500
Creator: CELIA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CELIA CORPORATION 401(K) PLAN, CELIA CORPORATION

CELIA CORPORATIONEIN 38-2543338Plan #003PY 2017

309 S. UNION STREET - SPARTA, MI 49345616-887-7341

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed December 2, 1996

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$19M

+16.4% from 2016

Total participants

289

+5.5% from 2016

Average account balance

$85,421

+14.3% from 2016

Annual return

16.08%

+5.15 pp from 2016

Benchmarks

See 1,152 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,152 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.50M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

470

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.

91.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21

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

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 55 ROBERT W. BAIRD CO. INC. · MILWAUKEE, WI 53201	Other Commissions	$40,017
BEENE GARTER LLP3+ years Service code 13 BEENE GARTER LLP · GRAND RAPIDS, MI 49503	Contract Administrator	$6,012
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 GREAT-WEST LIFE ANNUITY INSURANCE · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$550

Plan features & details

Pension benefit codes2E2G2J2K3H3D2F

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$7K

$24 / participant

Contract admin$6K91.6%
Other / not subdivided$5508.4%

% of EOY assets

0.035%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ANDREWS HOOPER & PAVLIK PLC
Auditor EIN: 383133790
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,421

$75,284+13.5%

$91,004-6.1%

$69,631+22.7%

Participation rate

75.3%

80.4%-5.1pp

75.6%-0.3pp

70.7%+4.6pp

Annual return

16.08%

48.40%-32.3pp

4.60%+11.5pp

27571.02%-27554.9pp

Employer contribution / active EE

$1,501

$2,473-39.3%

$2,456-38.9%

$2,032-26.1%

Participant deferral / active EE

$3,160

$3,700-14.6%

$3,548-10.9%

$3,224-2.0%

Admin fee / account holder

$30

$111-73.3%

$5,417-99.5%

$110-73.2%

Provider

Service type

Compensation

BAIRD FUNDS3+ years

Filed as: ROBERT W. BAIRD & CO. INC.

Service code 55

ROBERT W. BAIRD CO. INC. · MILWAUKEE, WI 53201

Other Commissions

$40,017

BEENE GARTER LLP3+ years

Service code 13

BEENE GARTER LLP · GRAND RAPIDS, MI 49503

Contract Administrator

$6,012

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64

GREAT-WEST LIFE ANNUITY INSURANCE · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$550

CELIA CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CELIA CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

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