Retirement plan

COOPER CARRY, INC. 401(K) PLAN

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

COOPER CARRY, INC.EIN 58-0863313Plan #005PY 2017

191 PEACHTREE STREET, NE, SUITE 2400 - ATLANTA, GA 303031770404-237-2000coopercarry.comLinkedIn201-500 employeesarchitecture & planning

Other plans on this EIN

2 filings

#001Retirement-$8.3M assets #004Retirement-$1.7M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 22, 2016 (most recent of 2 filings on file)

Plan administrator

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191 Peachtree Street NE, Ste 2400

Atlanta State: GA Zip Code: 30303

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Plans declared (1)

Executive Retirement Agreement1 emp

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Total assets (EOY)

$32.3M

+19.4% from 2016

Total participants

332

-1.2% from 2016

Average account balance

$97,355

+20.8% from 2016

Annual return

19.31%

+9.73 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$64.73M

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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.

417

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.

91.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+30.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$745

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$52,934
PENSION FINANCIAL SERVICES, INC.2 years Filed as: PENSION FINANCIAL SVCS INC Service code 13 3700 CRESTWOOD PKWY SUITE 550 · DULUTH, GA 30096	Contract Administrator	$38,082
CLS INVESTMENTS2 years Service code 28 17605 WRIGHT ST · OMAHA, NE 68130	Investment Management	$10,962
CARR, RIGGS & INGRAM, LLC1 year Filed as: CARR RIGGS AND INGRAM Service code 10 5909 PEACHTREE DUNWOODY RD STE 800 · ATLANTA, GA 30328	Accounting	$10,000

Plan features & details

Pension benefit codes2E2G2J2K2R3D

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.
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

$81K

$364 / participant

Investment mgmt$11K13.5%
Contract admin$46K56.4%
Other / not subdivided$25K30.2%

% of EOY assets

0.252%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CARR, RIGGS & INGRAM, LLC
Auditor EIN: 721396621
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$97,355

$80,753+20.6%

$136,298-28.6%

$62,293+56.3%

Participation rate

100.0%

73.5%+26.5pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

19.31%

35.83%-16.5pp

5156.27%-5137.0pp

28.90%-9.6pp

Employer contribution / active EE

$2,944

$2,884+2.1%

$4,696-37.3%

$2,042+44.2%

Participant deferral / active EE

$8,069

$5,164+56.2%

$6,247+29.2%

$3,169+154.6%

Admin fee / account holder

$245

$525-53.3%

$9,244-97.3%

$479-48.8%

Provider

Service type

Compensation

NATIONWIDE3+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$52,934

PENSION FINANCIAL SERVICES, INC.2 years

Filed as: PENSION FINANCIAL SVCS INC

Service code 13

3700 CRESTWOOD PKWY SUITE 550 · DULUTH, GA 30096

Contract Administrator

$38,082

CLS INVESTMENTS2 years

Service code 28

17605 WRIGHT ST · OMAHA, NE 68130

Investment Management

$10,962

CARR, RIGGS & INGRAM, LLC1 year

Filed as: CARR RIGGS AND INGRAM

Service code 10

5909 PEACHTREE DUNWOODY RD STE 800 · ATLANTA, GA 30328

Accounting

$10,000

COOPER CARRY, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COOPER CARRY, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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