Retirement plan

CTC GLOBAL CORPORATION 401(K) PLAN AND TRUST

Name: CTC GLOBAL CORPORATION - CTC GLOBAL CORPORATION 401(K) PLAN AND TRUST (2017) Form 5500
Creator: CTC GLOBAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CTC GLOBAL CORPORATION 401(K) PLAN AND TRUST, CTC GLOBAL CORPORATION

CTC GLOBAL CORPORATIONEIN 45-2787706Plan #001PY 2017

2026 MCGAW AVENUE - IRVINE, CA 92614949-428-8500ctcglobal.comLinkedIn201-500 employeesconsumer goods

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.8M

+41.5% from 2016

Total participants

152

+29.9% from 2016

Average account balance

$37,499

+22.8% from 2016

Annual return

16.17%

+6.94 pp from 2016

Benchmarks

See 246 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants100-249

Cohort246 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.98M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

209

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.

56.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.80M

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

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$134

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

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$264K

$1740 / participant

Other / not subdivided$264K100.0%

% of EOY assets

9.280%

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

$37,499

$64,954-42.3%

$115,752-67.6%

$62,293-39.8%

Participation rate

50.0%

73.0%-23.0pp

77.8%-27.8pp

69.5%-19.5pp

Annual return

16.17%

24.87%-8.7pp

19.41%-3.2pp

28.90%-12.7pp

Employer contribution / active EE

$1,672

$2,344-28.7%

$3,492-52.1%

$2,042-18.1%

Participant deferral / active EE

$3,419

$3,665-6.7%

$5,204-34.3%

$3,169+7.9%

Admin fee / account holder

$3,480

$414+741.4%

$6,278-44.6%

$479+626.0%

CTC GLOBAL CORPORATION 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CTC GLOBAL CORPORATION 401(K) PLAN AND 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