Retirement plan

CSG AFFILIATES 401(K) SAVINGS PLAN

Name: CSG AFFILIATES LLC - CSG AFFILIATES 401(K) SAVINGS PLAN (2020) Form 5500
Creator: CSG AFFILIATES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CSG AFFILIATES 401(K) SAVINGS PLAN, CSG AFFILIATES LLC

CSG AFFILIATES LLCEIN 43-1956115Plan #001PY 2020

1505 BYRON NELSON PKWY - SOUTHLAKE, TX 760929607817-424-3788csgaffiliates.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2M

+14.9% from 2019

Total participants

0.0% from 2019

Average account balance

$990,578

+14.9% from 2019

Annual return

16.19%

-8.59 pp from 2019

Benchmarks

See 9,163 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,163 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.76M

Not enough data

1 years with asset history on file

Average account balance

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

$1.4M

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

$110K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$55K

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

+5.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3294

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$125K

$62538 / participant

Other / not subdivided$125K100.0%

% of EOY assets

6.313%

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

$990,578

$115,903+754.7%

$100,528+885.4%

$158,966+523.1%

Participation rate

100.0%

81.6%+18.4pp

79.4%+20.6pp

82.0%+18.0pp

Annual return

16.19%

34.80%-18.6pp

30.90%-14.7pp

302.95%-286.8pp

Employer contribution / active EE

$25,050

$4,105+510.2%

$3,419+632.7%

$4,762+426.0%

Participant deferral / active EE

$26,000

$6,677+289.4%

$6,271+314.6%

$5,983+334.6%

Admin fee / account holder

$62,538

$11,000+468.5%

$8,084+673.6%

$11,250+455.9%

CSG AFFILIATES 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CSG AFFILIATES 401(K) 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