Retirement plan

CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN

Name: CAMBRIDGE BRANDS, INC. - CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN (2019) Form 5500
Creator: CAMBRIDGE BRANDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN, CAMBRIDGE BRANDS, INC.

CAMBRIDGE BRANDS, INC.EIN 39-3909175Plan #001PY 2019

7401 S. CICERO AVENUE - CHICAGO, IL 60629773-838-3470

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$19.7M

+13.4% from 2018

Total participants

237

-0.8% from 2018

Average account balance

$86,230

+13.4% from 2018

Annual return

14.42%

+15.60 pp from 2018

Benchmarks

See 966 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort966 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.27M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

243

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

$1.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY4 years Service code 26 · EIN 71-0294708	Advisory (Participants)	$60

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$363

$2 / participant

Other / not subdivided$363100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

0 / 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: SASSETTI LLC
Auditor EIN: 362239746
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$86,230

$50,666+70.2%

$76,667+12.5%

$65,186+32.3%

Participation rate

95.8%

68.8%+27.0pp

72.1%+23.7pp

70.2%+25.6pp

Annual return

14.42%

28.51%-14.1pp

1166.74%-1152.3pp

29.39%-15.0pp

Employer contribution / active EE

$3,872

$1,575+145.9%

$2,303+68.2%

$2,177+77.9%

Participant deferral / active EE

$3,130

$2,647+18.2%

$3,336-6.2%

$3,514-10.9%

Admin fee / account holder

$463-99.7%

$6,423-100.0%

$847-99.8%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY4 years

Service code 26 · EIN 71-0294708

Advisory (Participants)

$60

CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS 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