Retirement plan

CARRINGTON FOX 401(K) PLAN

Name: CARRINGTON FOX, INC. USA - CARRINGTON FOX 401(K) PLAN (2017) Form 5500
Creator: CARRINGTON FOX, INC. USA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARRINGTON FOX 401(K) PLAN, CARRINGTON FOX, INC. USA

CARRINGTON FOX, INC. USAEIN 41-2191381Plan #001PY 2017

61 BROADWAY, 5TH FLOOR, SUITE 513 - NEW YORK, NY 10006212-634-6383carringtonfox.comLinkedIn11-50 employeesinvestment banking

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$886K

+47.4% from 2016

Total participants

+42.9% from 2016

Average account balance

$110,719

+29.0% from 2016

Annual return

21.64%

+13.53 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.13M

Not enough data

1 years with asset history on file

Average account balance

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

$209K

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.

88.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$309K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8587

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$110,719

$101,063+9.6%

$81,473+35.9%

$147,586-25.0%

Participation rate

80.0%

74.5%+5.5pp

68.0%+12.0pp

82.8%-2.8pp

Annual return

21.64%

32.41%-10.8pp

38.78%-17.1pp

578.59%-557.0pp

Employer contribution / active EE

$5,943

$3,206+85.4%

$2,568+131.4%

$4,876+21.9%

Participant deferral / active EE

$9,543

$4,242+124.9%

$3,537+169.8%

$5,439+75.5%

Admin fee / account holder

$5,812-100.0%

$4,561-100.0%

$10,886-100.0%

CARRINGTON FOX 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CARRINGTON FOX 401(K) 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