Retirement plan

CUSHMAN ENTERPRISES INC DBA SCOTT IMPLEMENT PROFIT SHARING PLAN AND TRUST

Name: CUSHMAN ENTERPRISES INC - CUSHMAN ENTERPRISES INC DBA SCOTT IMPLEMENT PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: CUSHMAN ENTERPRISES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CUSHMAN ENTERPRISES INC DBA SCOTT IMPLEMENT PROFIT SHARING PLAN AND TRUST, CUSHMAN ENTERPRISES INC

CUSHMAN ENTERPRISES INCdba SCOTT IMPLEMENTEIN 39-1386318Plan #001PY 2020

166 MINE ROAD - PLATTEVILLE, WI 53818608-348-6565

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$2.5M

+10.1% from 2019

Total participants

-15.0% from 2019

Average account balance

$148,561

+29.6% from 2019

Annual return

4.31%

-0.90 pp from 2019

Benchmarks

See 22,196 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,196 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$189K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+11.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18954

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 codes2E2F2G2J3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$1K

$90 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.053%

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

$148,561

$162,812-8.8%

$133,971+10.9%

$158,966-6.5%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

4.31%

41.94%-37.6pp

45.09%-40.8pp

302.95%-298.6pp

Employer contribution / active EE

$5,667

$4,976+13.9%

$3,919+44.6%

$4,762+19.0%

Participant deferral / active EE

$3,321

$5,910-43.8%

$5,047-34.2%

$5,983-44.5%

Admin fee / account holder

$79

$11,741-99.3%

$8,929-99.1%

$11,250-99.3%

CUSHMAN ENTERPRISES INC DBA SCOTT IMPLEMENT PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CUSHMAN ENTERPRISES INC DBA SCOTT IMPLEMENT PROFIT SHARING PLAN AND 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