Retirement plan

CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA

Name: CROWLEY HOLDINGS INC. - CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA (2023) Form 5500
Creator: CROWLEY HOLDINGS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA, CROWLEY HOLDINGS INC.

CROWLEY HOLDINGS INC.EIN 51-0667862Plan #007PY 2023

9487 REGENCY SQUARE BOULEVARD - JACKSONVILLE, FL 32225904-727-2334

Other plans on this EIN

1 filing

#010Retirement-$9.8M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$375.1M

-4.1% from 2016

Total participants

2,422

-4.9% from 2016

Average account balance

$158,599

+0.8% from 2016

Annual return

21.03%

-7.18 pp from 2016

Benchmarks

See 268 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants1,000-4,999

Cohort268 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$410.64M

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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.

2,235

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.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+17.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$101

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$144,683
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH & CONSULTING LLC Service code 27 · EIN 95-4660745	Advisory (Plan)	$95,589
FIDELITY INVESTMENTS INSTITUTIONAL9+ years Service code 37 · EIN 04-2647786	Loan Processing	-$109,524

Plan features & details

Pension benefit codes2E2G2J2K2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$131K

$71 / participant

Investment mgmt$145K110.7%
Contract admin$1K0.9%

% of EOY assets

0.035%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ASSURANCE DIMENSIONS
Auditor EIN: 263429295
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$158,599

$70,115+126.2%

$70,589+124.7%

$80,187+97.8%

Participation rate

96.9%

71.7%+25.2pp

68.4%+28.5pp

72.9%+24.0pp

Annual return

21.03%

134.51%-113.5pp

32.80%-11.8pp

40.40%-19.4pp

Employer contribution / active EE

$6,434

$3,021+113.0%

$2,977+116.1%

$2,980+115.9%

Participant deferral / active EE

$10,018

$4,495+122.9%

$4,569+119.2%

$5,016+99.7%

Admin fee / account holder

$55

$112-50.7%

$6,430-99.1%

$145-61.9%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.5 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$144,683

AMERICAN FUNDS5 years

Filed as: CAPITAL RESEARCH & CONSULTING LLC

Service code 27 · EIN 95-4660745

Advisory (Plan)

$95,589

FIDELITY INVESTMENTS INSTITUTIONAL9+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$109,524

CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA

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