Retirement plan

CRYOLIFE, INC. PROFIT SHARING 401(K) PLAN

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

CRYOLIFE, INC.EIN 59-2417093Plan #001PY 2017

1655 ROBERTS BLVD. NW - KENNESAW, GA 30144770-419-3355artivion.comLinkedIn1001-5000 employeesbiotechnology

Prospect flagsFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed December 10, 2010

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)

$48.6M

+23.0% from 2016

Total participants

788

+3.1% from 2016

Average account balance

$65,899

+13.3% from 2016

Annual return

20.20%

+3.43 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$101.73M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

995

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.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.65M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$159

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 10 of 20 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 33 · EIN 04-1590850	Securities brokerage; Soft dollars co...	$147,443
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS LLC Service code 13	Contract Administrator	$68,795
MARIETTA WEALTH MANAGEMENT1 year Filed as: MARIETTA WEALTH MANAGEMENT LLC Service code 27	Advisory (Plan)	$65,491
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782	Shareholder Servicing	$5
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 47-0887613	Indirect Investment Fees	$0
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59	Shareholder Servicing	$0
DIMENSIONAL FUND ADVISORS1 year Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Service code 52 · EIN 94-3025604	Indirect Investment Fees	$0
HARRIS1 year Service code 52 · EIN 04-3276558	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2F2J2K2R2T3D3H

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).
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.
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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$147K

$245 / participant

Contract admin$147K100.0%

% of EOY assets

0.303%

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: MOORE, COLSON & COMPANY, PC
Auditor EIN: 581653941
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,899

$155,795-57.7%

$136,294-51.6%

$69,631-5.4%

Participation rate

91.5%

75.2%+16.3pp

81.9%+9.6pp

70.7%+20.8pp

Annual return

20.20%

232464.33%-232444.1pp

5155.94%-5135.7pp

27571.02%-27550.8pp

Employer contribution / active EE

$2,282

$2,991-23.7%

$4,695-51.4%

$2,032+12.3%

Participant deferral / active EE

$5,192

$5,394-3.7%

$6,247-16.9%

$3,224+61.1%

Admin fee / account holder

$200

$128+55.8%

$9,243-97.8%

$110+80.9%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 33 · EIN 04-1590850

Securities brokerage; Soft dollars co...

$147,443

QUALIFIED PLANS, LLC1 year

Filed as: QUALIFIED PLANS LLC

Service code 13

Contract Administrator

$68,795

MARIETTA WEALTH MANAGEMENT1 year

Filed as: MARIETTA WEALTH MANAGEMENT LLC

Service code 27

Advisory (Plan)

$65,491

CHARLES SCHWAB & CO., INC.3+ years

Service code 59 · EIN 94-1737782

Shareholder Servicing

ALLIANZ GLOBAL INVESTORS1 year

Service code 52 · EIN 47-0887613

Indirect Investment Fees

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1411037

Indirect Investment Fees

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB & CO, INC.

Service code 59

Shareholder Servicing

DIMENSIONAL FUND ADVISORS1 year

Service code 52 · EIN 36-3129984

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Service code 52 · EIN 94-3025604

Indirect Investment Fees

HARRIS1 year

Service code 52 · EIN 04-3276558

Indirect Investment Fees

CRYOLIFE, INC. PROFIT SHARING 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRYOLIFE, INC. PROFIT SHARING 401(K) 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