Retirement plan

CAPITAL SAFETY SERVICES, INC. PROFIT SHARING PLAN

Name: CAPITAL SAFETY SERVICES, INC. - CAPITAL SAFETY SERVICES, INC. PROFIT SHARING PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#002Retirement-$229K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$488K

+18.1% from 2019

Total participants

+20.0% from 2019

Average account balance

$40,679

-1.6% from 2019

Annual return

15.45%

-7.99 pp from 2019

Benchmarks

See 21,446 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,446 peers

Snapshot2020

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

$43K

$5352 / participant

Other / not subdivided$43K100.0%

% of EOY assets

8.771%

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

$40,679

$112,131-63.7%

$95,964-57.6%

$158,982-74.4%

Participation rate

100.0%

79.0%+21.0pp

77.1%+22.9pp

82.0%+18.0pp

Annual return

15.45%

171.19%-155.7pp

91.64%-76.2pp

302.99%-287.5pp

Employer contribution / active EE

$3,254

$3,199+1.7%

$2,541+28.0%

$4,763-31.7%

Participant deferral / active EE

$2,423

$4,784-49.4%

$4,167-41.8%

$5,983-59.5%

Admin fee / account holder

$3,568

$10,136-64.8%

$6,797-47.5%

$11,252-68.3%

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