Retirement plan

CAPITAL SAFETY SERVICES, INC. PROFIT SHARING PLAN

Name: CAPITAL SAFETY SERVICES, INC. - CAPITAL SAFETY SERVICES, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: CAPITAL SAFETY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL SAFETY SERVICES, INC. PROFIT SHARING PLAN, CAPITAL SAFETY SERVICES, INC.

CAPITAL SAFETY SERVICES, INC.EIN 46-1828516Plan #001PY 2018

260 OSBORNE ROAD - LOUDONVILLE, NY 12211518-427-8405capitalsafetyservices.comLinkedIn11-50 employeesenvironmental services

Other plans on this EIN

1 filing

#002Retirement-$186K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$333K

+5.8% from 2017

Total participants

0.0% from 2017

Average account balance

$30,308

+5.8% from 2017

Annual return

-7.52%

-41.19 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$456K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4753

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 codes2J2R3D

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$15K

$2151 / participant

Other / not subdivided$15K100.0%

% of EOY assets

4.516%

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

$30,308

$92,219-67.1%

$76,767-60.5%

$135,380-77.6%

Participation rate

100.0%

79.8%+20.2pp

77.0%+23.0pp

82.6%+17.4pp

Annual return

-7.52%

5.46%-13.0pp

2.43%-9.9pp

519.81%-527.3pp

Employer contribution / active EE

$3,926

$3,216+22.1%

$2,485+58.0%

$4,779-17.9%

Participant deferral / active EE

$3,338

$4,508-26.0%

$3,852-13.3%

$5,609-40.5%

Admin fee / account holder

$1,369

$10,749-87.3%

$6,675-79.5%

$10,828-87.4%

CAPITAL SAFETY SERVICES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITAL SAFETY SERVICES, INC. PROFIT SHARING 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