Retirement plan

THE CROWN PRODUCTS CO., INC. 401K PROFIT SHARING PLAN & TRUST

Name: CROWN PRODUCTS COMPANY, INC. - THE CROWN PRODUCTS CO., INC. 401K PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: CROWN PRODUCTS COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CROWN PRODUCTS CO., INC. 401K PROFIT SHARING PLAN & TRUST, CROWN PRODUCTS COMPANY, INC.

CROWN PRODUCTS COMPANY, INC.EIN 59-1038302Plan #001PY 2016

6390 PHILIPS HIGHWAY - JACKSONVILLE, FL 32216904-737-7144crownproductsco.comLinkedIn51-200 employeesmachinery

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$7.4M

-7.4% from 2015

Total participants

220

-5.6% from 2015

Average account balance

$39,775

-10.9% from 2015

Annual return

6.18%

+7.21 pp from 2015

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.06M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

218

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.

90.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$409K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46

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 2 by compensation

Provider	Service type	Compensation
PORTNOY CPA1 year Service code 99 · EIN 59-3148247	Other Fees	$5,344
VOYA RETIREMENT INSURANCE & ANNUITY2+ years Service code 64 · EIN 71-0294708	Recordkeeping Fees	$2,250

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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$17 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.030%

all-in expense ratio

Categories reported

0 / 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: PORTNOY CPA
Auditor EIN: 593148247
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,775

$60,165-33.9%

$74,185-46.4%

$55,167-27.9%

Participation rate

74.8%

74.2%+0.7pp

76.6%-1.8pp

69.0%+5.8pp

Annual return

6.18%

10.00%-3.8pp

17.74%-11.6pp

169.23%-163.0pp

Employer contribution / active EE

$556

$1,600-65.3%

$2,370-76.6%

$1,963-71.7%

Participant deferral / active EE

$411

$2,973-86.2%

$3,550-88.4%

$3,054-86.5%

Admin fee / account holder

$12

$419-97.1%

$5,586-99.8%

$504-97.6%

Provider

Service type

Compensation

PORTNOY CPA1 year

Service code 99 · EIN 59-3148247

Other Fees

$5,344

VOYA RETIREMENT INSURANCE & ANNUITY2+ years

Service code 64 · EIN 71-0294708

Recordkeeping Fees

$2,250

THE CROWN PRODUCTS CO., INC. 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CROWN PRODUCTS CO., INC. 401K PROFIT SHARING PLAN & TRUST

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