Retirement plan

COLLIER COMPANY 401(K) PROFIT SHARING PLAN

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

COLLIER INSURANCEEIN 62-0632599Plan #001PY 2017

606 S. MENDENHALL ROAD, SUITE 200 - MEMPHIS, TN 381174243901-529-2900

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.5M

+22.1% from 2016

Total participants

+4.8% from 2016

Average account balance

$150,709

+16.4% from 2016

Annual return

14.82%

+9.58 pp from 2016

Benchmarks

See 7,573 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,573 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.48M

Not enough data

1 years with asset history on file

Average account balance

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

$236K

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.

120.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$805K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3781

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 codes2E2G2J3D

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.
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

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

$72K

$2002 / participant

Other / not subdivided$72K100.0%

% of EOY assets

1.112%

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

$150,709

$100,041+50.6%

$149,718+0.7%

$70,131+114.9%

Participation rate

97.2%

83.6%+13.6pp

87.1%+10.2pp

69.5%+27.7pp

Annual return

14.82%

27.43%-12.6pp

1501.67%-1486.8pp

73.14%-58.3pp

Employer contribution / active EE

$5,841

$3,662+59.5%

$5,445+7.3%

$2,342+149.4%

Participant deferral / active EE

$5,412

$4,983+8.6%

$6,569-17.6%

$3,332+62.4%

Admin fee / account holder

$1,676

$8,286-79.8%

$11,283-85.1%

$4,645-63.9%

COLLIER COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLLIER COMPANY 401(K) PROFIT SHARING 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