Retirement plan

COASTAL STATES ORGANIZATION, INC. 401K PLAN

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

COASTAL STATES ORGANIZATION, INC.EIN 54-1124134Plan #001PY 2017

444 NORTH CAPITOL STREET, NW, SUITE 638 - WASHINGTON, DC 200011529202-508-3860

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$223K

+1.4% from 2016

Total participants

-7.7% from 2016

Average account balance

$18,594

+9.8% from 2016

Annual return

15.48%

+12.84 pp from 2016

Benchmarks

See 5,614 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,614 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$783K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

211.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.29%

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

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 codes2E2G2J2R

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$58K

$19333 / participant

Other / not subdivided$58K100.0%

% of EOY assets

25.993%

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

$18,594

$73,546-74.7%

$63,018-70.5%

$147,586-87.4%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

15.48%

175.56%-160.1pp

87.62%-72.1pp

578.59%-563.1pp

Employer contribution / active EE

$4,104

$3,324+23.5%

$2,761+48.7%

$4,876-15.8%

Participant deferral / active EE

$4,898

$4,185+17.0%

$3,330+47.1%

$5,439-9.9%

Admin fee / account holder

$4,833

$5,956-18.8%

$3,601+34.2%

$10,886-55.6%

COASTAL STATES ORGANIZATION, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COASTAL STATES ORGANIZATION, INC. 401K 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