Retirement plan

CYDCOR LLC 401K PLAN & TRUST

Name: CYDCOR LLC - CYDCOR LLC 401K PLAN & TRUST (2017) Form 5500
Creator: CYDCOR LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CYDCOR LLC 401K PLAN & TRUST, CYDCOR LLC

CYDCOR LLCEIN 46-0991242Plan #001PY 2017

29899 AGOURA ROAD, STE 100 - AGOURA HILLS, CA 91301805-277-5500cydcor.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9M

+26.1% from 2016

Total participants

198

+11.2% from 2016

Average account balance

$48,566

-12.5% from 2016

Annual return

18.11%

+7.39 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.15M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

202

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

$2.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$355

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 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1 year Service code 15 · EIN 46-0991242	Recordkeeping	$5,641
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO., INC. Service code 22 · EIN 13-2886227	Insurance Broker	$1,823
THE RYDING COMPANY1 year Service code 15 · EIN 95-3497679	Recordkeeping	$525
JOHN HANCOCK LIFE INSURANCE COMPANY3+ years Service code 15 · EIN 01-0233346	Recordkeeping	$130

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$23K

$138 / participant

Investment mgmt$23K100.0%

% of EOY assets

0.254%

all-in expense ratio

Categories reported

1 / 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: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,566

$80,753-39.9%

$136,297-64.4%

$62,293-22.0%

Participation rate

92.8%

73.5%+19.3pp

81.9%+10.9pp

69.5%+23.3pp

Annual return

18.11%

35.83%-17.7pp

5156.19%-5138.1pp

28.90%-10.8pp

Employer contribution / active EE

$2,369

$2,884-17.8%

$4,696-49.5%

$2,042+16.0%

Participant deferral / active EE

$5,912

$5,164+14.5%

$6,247-5.4%

$3,169+86.5%

Admin fee / account holder

$123

$525-76.5%

$9,244-98.7%

$479-74.2%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Service code 15 · EIN 46-0991242

Recordkeeping

$5,641

OPPENHEIMER1 year

Filed as: OPPENHEIMER & CO., INC.

Service code 22 · EIN 13-2886227

Insurance Broker

$1,823

THE RYDING COMPANY1 year

Service code 15 · EIN 95-3497679

Recordkeeping

$525

JOHN HANCOCK LIFE INSURANCE COMPANY3+ years

Service code 15 · EIN 01-0233346

Recordkeeping

$130

CYDCOR LLC 401K PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CYDCOR LLC 401K PLAN & 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