Retirement plan

COLUMBIA RUBBER, LLC. 401K PLAN & TRUST

Name: COLUMBIA RUBBER, LLC - COLUMBIA RUBBER, LLC. 401K PLAN & TRUST (2019) Form 5500
Creator: COLUMBIA RUBBER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLUMBIA RUBBER, LLC. 401K PLAN & TRUST, COLUMBIA RUBBER, LLC

COLUMBIA RUBBER, LLCEIN 46-4895037Plan #001PY 2019

14800 SE 82ND DR., PO BOX 220 - CLACKAMAS, OR 97015503-557-9919

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+36.3% from 2018

Total participants

+3.3% from 2018

Average account balance

$44,659

+36.3% from 2018

Annual return

18.80%

+26.24 pp from 2018

Benchmarks

See 5,807 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,807 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.48M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$157K

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

+12.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13691

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 codes2E2F2G2J3D

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.
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

$14K

$577 / participant

Other / not subdivided$14K100.0%

% of EOY assets

1.154%

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

$44,659

$76,371-41.5%

$93,621-52.3%

$72,975-38.8%

Participation rate

88.0%

71.8%+16.2pp

75.8%+12.2pp

69.5%+18.5pp

Annual return

18.80%

25.82%-7.0pp

32.76%-14.0pp

81.01%-62.2pp

Employer contribution / active EE

$1,821

$2,276-20.0%

$2,719-33.0%

$2,440-25.4%

Participant deferral / active EE

$5,080

$3,538+43.6%

$4,070+24.8%

$3,608+40.8%

Admin fee / account holder

$516

$6,839-92.5%

$7,890-93.5%

$5,124-89.9%

COLUMBIA RUBBER, LLC. 401K PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLUMBIA RUBBER, 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