Retirement plan

CHESAPEAKE SPRINKLER COMPANY, INC 401(K) PLAN

Name: CHESAPEAKE SPRINKLER COMPANY, INC - CHESAPEAKE SPRINKLER COMPANY, INC 401(K) PLAN (2017) Form 5500
Creator: CHESAPEAKE SPRINKLER COMPANY, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHESAPEAKE SPRINKLER COMPANY, INC 401(K) PLAN, CHESAPEAKE SPRINKLER COMPANY, INC

CHESAPEAKE SPRINKLER COMPANY, INCEIN 52-1125115Plan #002PY 2017

1913 B BETSON COURT - ODENTON, MD 21113410-674-7041LinkedIn1-10 employeestelecommunications

Other plans on this EIN

1 filing

#003Retirement-$19.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.1M

+23.9% from 2016

Total participants

192

+4.9% from 2016

Average account balance

$59,207

+13.7% from 2016

Annual return

20.84%

+12.80 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$724K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-87.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 10 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$2,550
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INVESTMENT MGT Service code 28 · EIN 20-0623152	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
FRANKLIN TEMPLETON3+ years Service code 28 · EIN 13-2670991	Investment Management	$0
OAKMARK3+ years Service code 28 · EIN 04-3276558	Investment Management	$0
OPPENHEIMER3+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171	Investment Management	$0
PIMCO FUNDS3+ years Service code 28 · EIN 33-0629048	Investment Management	$0
PRUDENTIAL RETIREMENT INSURANCE AND3+ years Filed as: PRUDENTIAL Service code 28 · EIN 22-3703799	Investment Management	$0
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15	Recordkeeping	$0
THORNBURG3+ years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299	Investment Management	$0

Plan features & details

Pension benefit codes3H2E2F2G2J2K2T3D2S

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$18 / participant

Investment mgmt$3K100.0%

% of EOY assets

0.025%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KUCZAK AND ASSOCIATES
Auditor EIN: 522060391
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,207

$58,726+0.8%

$92,233-35.8%

$62,292-5.0%

Participation rate

84.7%

68.3%+16.4pp

76.5%+8.2pp

69.5%+15.2pp

Annual return

20.84%

43.62%-22.8pp

176.28%-155.4pp

28.90%-8.1pp

Employer contribution / active EE

$2,392-100.0%

$3,679-100.0%

$2,042-100.0%

Participant deferral / active EE

$2,545

$2,766-8.0%

$3,897-34.7%

$3,169-19.7%

Admin fee / account holder

$15

$556-97.3%

$5,194-99.7%

$479-96.9%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3+ years

Filed as: T ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$2,550

AMERICAN CENTURY3+ years

Filed as: AMERICAN CENTURY INVESTMENT MGT

Service code 28 · EIN 20-0623152

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

FRANKLIN TEMPLETON3+ years

Service code 28 · EIN 13-2670991

Investment Management

OAKMARK3+ years

Service code 28 · EIN 04-3276558

Investment Management

OPPENHEIMER3+ years

Filed as: OPPENHEIMER FUNDS

Service code 28 · EIN 13-2527171

Investment Management

PIMCO FUNDS3+ years

Service code 28 · EIN 33-0629048

Investment Management

PRUDENTIAL RETIREMENT INSURANCE AND3+ years

Filed as: PRUDENTIAL

Service code 28 · EIN 22-3703799

Investment Management

T ROWE PRICE RPS INC3+ years

Filed as: T ROWE PRICE RPS, INC

Service code 15

Recordkeeping

THORNBURG3+ years

Filed as: THORNBURG FUNDS

Service code 28 · EIN 85-0301299

Investment Management

CHESAPEAKE SPRINKLER COMPANY, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHESAPEAKE SPRINKLER COMPANY, INC 401(K) 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