Retirement plan

CROWN AUTO DEALERSHIPS, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN

Name: CROWN AUTO DEALERSHIPS, INC. - CROWN AUTO DEALERSHIPS, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN (2016) Form 5500
Creator: CROWN AUTO DEALERSHIPS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROWN AUTO DEALERSHIPS, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN, CROWN AUTO DEALERSHIPS, INC.

CROWN AUTO DEALERSHIPS, INC.EIN 59-1235420Plan #001PY 2016

6001 34TH STREET N. - ST. PETERSBURG, FL 33714727-527-7151crschmidt.comLinkedIn11-50 employeesautomotive

Prospect flagsLow participationCorrective distributions

Top hat statement on fileNQDC

Filed June 14, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$27.5M

+9.6% from 2015

Total participants

1,316

+0.8% from 2015

Average account balance

$35,454

+5.8% from 2015

Annual return

6.09%

+5.82 pp from 2015

Benchmarks

See 334 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants1,000-4,999

Cohort334 peers

Snapshot2016

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$55.99M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

1,567

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.

89.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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 5 by compensation

Provider	Service type	Compensation
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$84,408
R.J.L. PENSION SERVICES, INC.2+ years Service code 13 7254 MITCHELL BLVD. · NEW PORT RICHEY, FL 34655	Contract Administrator	$37,840
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 26 4211 S. 102ND ST · OMAHA, NE 68127	Advisory (Participants)	$251
NATIONWIDE2+ years Filed as: NATIONWIDE FIN GEN AGCY INC Service code 15 10 W NATIONWIDE BLVD. 5-01-103 · COLUMBUS, OH 432154329	Recordkeeping	$0
NATIONWIDE2+ years Filed as: NATIONWIDE SECURITIES LLC - IA Service code 15 10 W NATIONWIDE BLVD. 5-01-103 · COLUMBUS, OH 432154329	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$40K

$36 / participant

Investment mgmt$610.2%
Contract admin$2K4.3%
Other / not subdivided$38K95.6%

% of EOY assets

0.144%

all-in expense ratio

Categories reported

2 / 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: CROWE HORWATH, LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,454

$33,232+6.7%

$71,796-50.6%

$63,975-44.6%

Participation rate

51.1%

60.1%-9.0pp

69.1%-18.0pp

71.1%-20.0pp

Annual return

6.09%

11.99%-5.9pp

78.04%-72.0pp

48.65%-42.6pp

Employer contribution / active EE

$333

$723-54.0%

$1,924-82.7%

$2,182-84.7%

Participant deferral / active EE

$2,323

$1,604+44.8%

$2,794-16.9%

$3,356-30.8%

Admin fee / account holder

$51

$63-19.7%

$4,815-98.9%

$70-27.6%

Provider

Service type

Compensation

NATIONWIDE2+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$84,408

R.J.L. PENSION SERVICES, INC.2+ years

Service code 13

7254 MITCHELL BLVD. · NEW PORT RICHEY, FL 34655

Contract Administrator

$37,840

TD AMERITRADE, INC.2+ years

Filed as: TD AMERITRADE

Service code 26

4211 S. 102ND ST · OMAHA, NE 68127

Advisory (Participants)

$251

NATIONWIDE2+ years

Filed as: NATIONWIDE FIN GEN AGCY INC

Service code 15

10 W NATIONWIDE BLVD. 5-01-103 · COLUMBUS, OH 432154329

Recordkeeping

NATIONWIDE2+ years

Filed as: NATIONWIDE SECURITIES LLC - IA

Service code 15

10 W NATIONWIDE BLVD. 5-01-103 · COLUMBUS, OH 432154329

Recordkeeping

CROWN AUTO DEALERSHIPS, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROWN AUTO DEALERSHIPS, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN

Top hat statement on fileNQDC

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