Retirement plan

CB RECOVERY GROUP, INC. 401 (K) PROFIT SHARING PLAN

Name: CB RECOVERY GROUP, INC. - CB RECOVERY GROUP, INC. 401 (K) PROFIT SHARING PLAN (2018) Form 5500
Creator: CB RECOVERY GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CB RECOVERY GROUP, INC. 401 (K) PROFIT SHARING PLAN, CB RECOVERY GROUP, INC.

CB RECOVERY GROUP, INC.EIN 46-4394366Plan #001PY 2018

1821 WALDEN OFFICE SQUARE #395 - SCHAUMBURG, IL 60173844-359-6417cbrg.usLinkedIn11-50 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement-$1.1M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$291K

+195.6% from 2017

Total participants

+16.7% from 2017

Average account balance

$41,516

+153.3% from 2017

Annual return

-19.06%

-19.06 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.38M

Not enough data

1 years with asset history on file

Average account balance

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

$264K

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

$337K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+18.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1262

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 codes2E2J2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$41,516

$97,732-57.5%

$83,831-50.5%

$135,380-69.3%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-19.06%

1287.56%-1306.6pp

850.99%-870.0pp

519.81%-538.9pp

Employer contribution / active EE

$16,899

$4,222+300.3%

$3,631+365.4%

$4,779+253.6%

Participant deferral / active EE

$13,248

$4,683+182.9%

$4,082+224.6%

$5,609+136.2%

Admin fee / account holder

$6,675-100.0%

$5,479-100.0%

$10,828-100.0%

CB RECOVERY GROUP, INC. 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CB RECOVERY GROUP, INC. 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion