Retirement plan

CUSTOM FABRICATING & SUPPLIES 401K PLAN

Name: CUSTOM FABRICATING & SUPPLIES - CUSTOM FABRICATING & SUPPLIES 401K PLAN (2019) Form 5500
Creator: CUSTOM FABRICATING & SUPPLIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CUSTOM FABRICATING & SUPPLIES 401K PLAN, CUSTOM FABRICATING & SUPPLIES

CUSTOM FABRICATING & SUPPLIESEIN 39-1973931Plan #001PY 2019

5500 W. OAKWOOD PARK DR. - FRANKLIN, WI 53132414-421-2600customfabricate.comLinkedIn51-200 employeesplastics

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+6.9% from 2018

Total participants

+13.2% from 2018

Average account balance

$57,942

-8.8% from 2018

Annual return

22.20%

+29.58 pp from 2018

Benchmarks

See 5,807 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,807 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.01M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

117.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$493K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1096

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

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

$532K

$15657 / participant

Other / not subdivided$532K100.0%

% of EOY assets

27.021%

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

$57,942

$76,371-24.1%

$93,621-38.1%

$72,975-20.6%

Participation rate

73.5%

71.8%+1.8pp

75.8%-2.3pp

69.5%+4.0pp

Annual return

22.20%

25.82%-3.6pp

32.76%-10.6pp

81.01%-58.8pp

Employer contribution / active EE

$2,041

$2,276-10.3%

$2,719-24.9%

$2,440-16.4%

Participant deferral / active EE

$4,835

$3,538+36.6%

$4,070+18.8%

$3,608+34.0%

Admin fee / account holder

$15,657

$6,839+128.9%

$7,890+98.4%

$5,124+205.6%

CUSTOM FABRICATING & SUPPLIES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CUSTOM FABRICATING & SUPPLIES 401K 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