Retirement plan

COLUMBIA RUBBER, LLC. 401K PLAN & TRUST

Name: COLUMBIA RUBBER, LLC - COLUMBIA RUBBER, LLC. 401K PLAN & TRUST (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+24.7% from 2019

Total participants

+3.2% from 2019

Average account balance

$59,962

+34.3% from 2019

Annual return

13.93%

-4.87 pp from 2019

Benchmarks

See 5,720 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,720 peers

Snapshot2020

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

$64K

$2362 / participant

Other / not subdivided$64K100.0%

% of EOY assets

4.090%

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

$59,962

$81,208-26.2%

$98,920-39.4%

$79,852-24.9%

Participation rate

77.8%

72.5%+5.3pp

76.0%+1.7pp

69.6%+8.1pp

Annual return

13.93%

60.99%-47.1pp

196.47%-182.5pp

31.72%-17.8pp

Employer contribution / active EE

$1,714

$1,960-12.6%

$2,689-36.3%

$2,471-30.7%

Participant deferral / active EE

$5,530

$3,265+69.4%

$4,245+30.3%

$3,740+47.8%

Admin fee / account holder

$2,452

$6,013-59.2%

$6,643-63.1%

$5,306-53.8%

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