Retirement plan

CRISIS PREVENTION INSTITUTE, INC. RETIREMENT PLAN GROUP TRUST

Name: CRISIS PREVENTION INSTITUTE, INC. - CRISIS PREVENTION INSTITUTE, INC. RETIREMENT PLAN GROUP TRUST (2019) Form 5500
Creator: CRISIS PREVENTION INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRISIS PREVENTION INSTITUTE, INC. RETIREMENT PLAN GROUP TRUST, CRISIS PREVENTION INSTITUTE, INC.

CRISIS PREVENTION INSTITUTE, INC.EIN 39-2012874Plan #001PY 2019

10850 W. PARK PLACE, SUITE 250 - MILWAUKEE, WI 53224877-877-5409crisisprevention.comLinkedIn201-500 employeesprofessional training & coaching

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$19.6M

+22.1% from 2018

Total participants

308

+6.6% from 2018

Average account balance

$66,882

+13.8% from 2018

Annual return

25.36%

+30.56 pp from 2018

Benchmarks

See 1,482 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,482 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$38.63M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

383

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.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.45M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+20.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$281

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 2 by compensation

Provider	Service type	Compensation
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995	Advisory (Plan)	$35,955
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	$2,300

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$38K

$154 / participant

Other / not subdivided$38K100.0%

% of EOY assets

0.195%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,882

$60,795+10.0%

$69,455-3.7%

$65,185+2.6%

Participation rate

94.0%

74.9%+19.1pp

74.6%+19.3pp

70.2%+23.8pp

Annual return

25.36%

17.46%+7.9pp

28.97%-3.6pp

29.38%-4.0pp

Employer contribution / active EE

$3,849

$2,452+57.0%

$2,779+38.5%

$2,177+76.8%

Participant deferral / active EE

$6,197

$3,162+96.0%

$3,535+75.3%

$3,514+76.4%

Admin fee / account holder

$131

$314-58.4%

$3,839-96.6%

$847-84.6%

Provider

Service type

Compensation

CBIZ RETIREMENT PLAN SERVICES5+ years

Filed as: CBIZ FINANCIAL SOLUTIONS, INC.

Service code 27 · EIN 52-1396995

Advisory (Plan)

$35,955

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

$2,300

CRISIS PREVENTION INSTITUTE, INC. RETIREMENT PLAN GROUP TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRISIS PREVENTION INSTITUTE, INC. RETIREMENT PLAN GROUP 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