Retirement plan

CAMCO COMMODITY CHEMICALS 401(K) PROFIT SHARING PLAN

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

CAMCO COMMODITY CHEMICALSEIN 39-1593241Plan #002PY 2020

233 NORTH WATER STREET - MILWAUKEE, WI 53202414-855-0775LinkedIn1-10 employeescomputer software

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$3M

+29.3% from 2019

Total participants

0.0% from 2019

Average account balance

$994,286

+158.7% from 2019

Annual return

25.07%

+3.14 pp from 2019

Benchmarks

See 22,194 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,194 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.59M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+16.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$520

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 codes2E2J2F2G3D3H2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$994,286

$162,821+510.7%

$133,978+642.1%

$158,982+525.4%

Participation rate

0.0%

83.2%-83.2pp

79.8%-79.8pp

82.0%-82.0pp

Annual return

25.07%

41.95%-16.9pp

45.10%-20.0pp

302.99%-277.9pp

Employer contribution / active EE

$20,623

$4,976+314.4%

$3,919+426.2%

$4,763+333.0%

Participant deferral / active EE

$12,148

$5,910+105.5%

$5,047+140.7%

$5,983+103.0%

Admin fee / account holder

$11,742-100.0%

$8,930-100.0%

$11,252-100.0%

CAMCO COMMODITY CHEMICALS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAMCO COMMODITY CHEMICALS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion