Retirement plan

CROSBY AND ACCO 401K RETIREMENT SAVINGS PLAN FOR NON-UNION EMPLOYEES

Name: CROSBY US ACQUISITION CORP. - CROSBY AND ACCO 401K RETIREMENT SAVINGS PLAN FOR NON-UNION EMPLOYEES (2019) Form 5500
Creator: CROSBY US ACQUISITION CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROSBY AND ACCO 401K RETIREMENT SAVINGS PLAN FOR NON-UNION EMPLOYEES, CROSBY US ACQUISITION CORP.

CROSBY US ACQUISITION CORP.EIN 46-3917668Plan #015PY 2019

2801 DAWSON RD - TULSA, OK 74110918-832-5334

Other plans on this EIN

6 filings

#002Retirement-$27.9M assets #004Retirement-$23.4M assets #003Retirement-$13.3M assets #014Retirement-$3.6M assets #016Retirement-$1.1M assets #001Retirement-$673K assets

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$28M

+27.1% from 2018

Total participants

600

+21.5% from 2018

Average account balance

$46,593

+1.5% from 2018

Annual return

34.71%

+37.49 pp from 2018

Benchmarks

See 2,415 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,415 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.27M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

922

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.

83.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$74

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 6 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Service code 12 · EIN 13-3689044	Float revenue; Participant loan proce...	$70,685
CONNER & WINTERS1 year Filed as: CONNER & WINTERS LLC Service code 29 · EIN 73-1388566	Legal	$57,236
GLOBAL RETIREMENT PARTNERS LLC1 year Service code 28 · EIN 47-1411118	Investment Management	$16,000
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY LLPC Service code 10 · EIN 45-0250958	Accounting	$12,000
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618	Securities brokerage; Securities brok...	$0
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$156K

$347 / participant

Investment mgmt$16K10.3%
Other / not subdivided$140K89.7%

% of EOY assets

0.558%

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: EIDE BAILLY LLPC
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,593

$73,404-36.5%

$87,103-46.5%

$67,582-31.1%

Participation rate

100.0%

80.9%+19.1pp

76.9%+23.1pp

71.3%+28.7pp

Annual return

34.71%

48.29%-13.6pp

28.19%+6.5pp

378.57%-343.9pp

Employer contribution / active EE

$946

$2,014-53.0%

$2,521-62.5%

$2,148-55.9%

Participant deferral / active EE

$3,555

$3,913-9.1%

$4,049-12.2%

$3,539+0.4%

Admin fee / account holder

$260

$142+83.5%

$7,491-96.5%

$142+82.6%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Service code 12 · EIN 13-3689044

Float revenue; Participant loan proce...

$70,685

CONNER & WINTERS1 year

Filed as: CONNER & WINTERS LLC

Service code 29 · EIN 73-1388566

Legal

$57,236

GLOBAL RETIREMENT PARTNERS LLC1 year

Service code 28 · EIN 47-1411118

Investment Management

$16,000

EIDE BAILLY LLP1 year

Filed as: EIDE BAILLY LLPC

Service code 10 · EIN 45-0250958

Accounting

$12,000

MID ATLANTIC CAPITAL CORPORATION2+ years

Service code 33 · EIN 25-1409618

Securities brokerage; Securities brok...

NATIONAL FINANCIAL SERVICES2+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

CROSBY AND ACCO 401K RETIREMENT SAVINGS PLAN FOR NON-UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROSBY AND ACCO 401K RETIREMENT SAVINGS PLAN FOR NON-UNION EMPLOYEES

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