Retirement plan

CATALYTIC INDUSTRIAL GROUP, INC. EMPLOYEES' RETIREMENT PLAN

Name: CATALYTIC INDUSTRIAL GROUP, INC. - CATALYTIC INDUSTRIAL GROUP, INC. EMPLOYEES' RETIREMENT PLAN (2021) Form 5500
Creator: CATALYTIC INDUSTRIAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATALYTIC INDUSTRIAL GROUP, INC. EMPLOYEES' RETIREMENT PLAN, CATALYTIC INDUSTRIAL GROUP, INC.

CATALYTIC INDUSTRIAL GROUP, INC.EIN 48-1010797Plan #001PY 2021

PO BOX 827 - INDEPENDENCE, KS 673010827620-331-0750cat-group.comLinkedIn11-50 employeesmachinery

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$5.2M

+1.5% from 2020

Total participants

0.0% from 2020

Average account balance

$178,131

+12.0% from 2020

Annual return

10.93%

-9.07 pp from 2020

Benchmarks

See 14,567 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,567 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.36M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

89.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$278K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21244

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$786K

$20146 / participant

Other / not subdivided$786K100.0%

% of EOY assets

15.210%

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

$178,131

$86,298+106.4%

$111,308+60.0%

$85,847+107.5%

Participation rate

71.8%

73.3%-1.5pp

77.3%-5.5pp

69.3%+2.5pp

Annual return

10.93%

19.99%-9.1pp

54.67%-43.7pp

318.61%-307.7pp

Employer contribution / active EE

$1,891

$2,044-7.5%

$2,732-30.8%

$2,565-26.3%

Participant deferral / active EE

$5,906

$3,641+62.2%

$4,487+31.6%

$3,952+49.4%

Admin fee / account holder

$27,093

$8,189+230.8%

$7,965+240.2%

$6,261+332.8%

CATALYTIC INDUSTRIAL GROUP, INC. EMPLOYEES' RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATALYTIC INDUSTRIAL GROUP, INC. EMPLOYEES' RETIREMENT 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