Retirement plan

CTC GLOBAL CORPORATION 401(K) PLAN

Name: CTC GLOBAL CORPORATION - CTC GLOBAL CORPORATION 401(K) PLAN (2022) 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, CTC GLOBAL CORPORATION

CTC GLOBAL CORPORATIONEIN 45-2787706Plan #001PY 2022

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$11.8M

+1.6% from 2021

Total participants

297

-3.3% from 2021

Average account balance

$70,053

-4.5% from 2021

Annual return

-15.27%

-31.80 pp from 2021

Benchmarks

See 251 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants250-999

Cohort251 peers

Snapshot2022

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

Top 5 by compensation

Provider	Service type	Compensation
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215	Advisory (Participants)	$50,812
IRON-CO-FID-COMPREHENSIVE5 years Service code 27 · EIN 26-2409128 5440 W 110TH STREET · SHAWNEE MISSION, KS 66211	Advisory (Plan)	$8,826
THE RYDING COMPANY5 years Service code 17 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361	Pension Consulting	$8,081
AXA EQUITABLE LIFE INSURANCE CO5 years Filed as: AXA ADVISORE, LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104	Other Commissions	$0
AXA EQUITABLE LIFE INSURANCE CO3 years Filed as: AXA NETWORK, LLC - JANIE SMITH Service code 27 2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110	Advisory (Plan)	$0

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$15K

$55 / participant

Contract admin$15K100.0%

% of EOY assets

0.129%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,053

$74,188-5.6%

$115,756-39.5%

$64,819+8.1%

Participation rate

52.7%

76.2%-23.5pp

77.1%-24.3pp

71.5%-18.7pp

Annual return

-15.27%

-11.81%-3.5pp

143.14%-158.4pp

32.84%-48.1pp

Employer contribution / active EE

$3,078

$3,365-8.5%

$3,793-18.8%

$2,507+22.8%

Participant deferral / active EE

$4,828

$5,294-8.8%

$6,254-22.8%

$4,311+12.0%

Admin fee / account holder

$90

$148-39.2%

$8,124-98.9%

$188-52.0%

Provider

Service type

Compensation

NATIONWIDE5 years

Filed as: NATIONWIDE LIFE INSURANCE COMPANY

Service code 26 · EIN 31-4156830

10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215

Advisory (Participants)

$50,812

IRON-CO-FID-COMPREHENSIVE5 years

Service code 27 · EIN 26-2409128

5440 W 110TH STREET · SHAWNEE MISSION, KS 66211

Advisory (Plan)

$8,826

THE RYDING COMPANY5 years

Service code 17 · EIN 95-3497679

2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361

Pension Consulting

$8,081

AXA EQUITABLE LIFE INSURANCE CO5 years

Filed as: AXA ADVISORE, LLC

Service code 55

1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104

Other Commissions

AXA EQUITABLE LIFE INSURANCE CO3 years

Filed as: AXA NETWORK, LLC - JANIE SMITH

Service code 27

2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110

Advisory (Plan)

CTC GLOBAL CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CTC GLOBAL CORPORATION 401(K) 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