Retirement plan

CLIENT SERVER TECHNOLOGY GROUP INC. SAFE HARBOR PLAN

Name: CLIENT SERVER TECHNOLOGY GROUP INC. - CLIENT SERVER TECHNOLOGY GROUP INC. SAFE HARBOR PLAN (2022) Form 5500
Creator: CLIENT SERVER TECHNOLOGY GROUP INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLIENT SERVER TECHNOLOGY GROUP INC. SAFE HARBOR PLAN, CLIENT SERVER TECHNOLOGY GROUP INC.

CLIENT SERVER TECHNOLOGY GROUP INC.EIN 47-0796607Plan #001PY 2022

PERSONAL AND CONFIDENTIAL 10346 ELL - OMAHA, NE 681341024402-492-8200cstg.comLinkedIn1-10 employeesinformation technology and services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$604K

-15.9% from 2021

Total participants

0.0% from 2021

Average account balance

$151,023

-15.9% from 2021

Annual return

-21.91%

-39.54 pp from 2021

Benchmarks

See 21,409 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,409 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$200K

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

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3580

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 codes2E2F2G2J2T3D

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.
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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$292 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.193%

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

$151,023

$95,915+57.5%

$79,580+89.8%

$134,532+12.3%

Participation rate

75.0%

75.0%0pp

69.5%+5.5pp

81.2%-6.2pp

Annual return

-21.91%

-2.71%-19.2pp

0.15%-22.1pp

418.27%-440.2pp

Employer contribution / active EE

$2,654

$3,129-15.2%

$2,413+10.0%

$4,741-44.0%

Participant deferral / active EE

$8,452

$4,693+80.1%

$3,985+112.1%

$6,401+32.0%

Admin fee / account holder

$292

$9,132-96.8%

$6,835-95.7%

$11,429-97.4%

CLIENT SERVER TECHNOLOGY GROUP INC. SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLIENT SERVER TECHNOLOGY GROUP INC. SAFE HARBOR 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