Retirement plan

CNH CAPITAL MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT-SHARING PLAN

Name: CNH CAPITAL MANAGEMENT, LLC - CNH CAPITAL MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT-SHARING PLAN (2017) Form 5500
Creator: CNH CAPITAL MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CNH CAPITAL MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT-SHARING PLAN, CNH CAPITAL MANAGEMENT, LLC

CNH CAPITAL MANAGEMENT, LLCEIN 47-2533184Plan #001PY 2017

TWO GREENWICH PLAZA, 4TH FLOOR - GREENWICH, CT 06830203-742-3001

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.2M

+19.4% from 2016

Total participants

0.0% from 2016

Average account balance

$218,452

+19.4% from 2016

Annual return

11.12%

+1.86 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.15M

Not enough data

1 years with asset history on file

Average account balance

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

$429K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$578K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+21.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-16

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 codes3D2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$543

$42 / participant

Other / not subdivided$543100.0%

% of EOY assets

0.013%

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

$218,452

$171,867+27.1%

$149,721+45.9%

$147,586+48.0%

Participation rate

100.0%

88.2%+11.8pp

87.1%+12.9pp

82.8%+17.2pp

Annual return

11.12%

2113.36%-2102.2pp

1501.67%-1490.6pp

578.59%-567.5pp

Employer contribution / active EE

$7,374

$6,275+17.5%

$5,444+35.4%

$4,876+51.2%

Participant deferral / active EE

$14,769

$7,270+103.2%

$6,568+124.9%

$5,439+171.6%

Admin fee / account holder

$29

$13,799-99.8%

$11,282-99.7%

$10,886-99.7%

CNH CAPITAL MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CNH CAPITAL MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT-SHARING 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