Retirement plan

SUNSET LINEN 401(K) PLAN

Name: CITY TOWEL & DUST SERVICE, INC. - SUNSET LINEN 401(K) PLAN (2020) Form 5500
Creator: CITY TOWEL & DUST SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNSET LINEN 401(K) PLAN, CITY TOWEL & DUST SERVICE, INC.

CITY TOWEL & DUST SERVICE, INC.EIN 68-0066448Plan #001PY 2020

3016 DUTTON AVENUE - SANTA ROSA, CA 95407707-542-0391

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.6M

+12.4% from 2019

Total participants

+9.5% from 2019

Average account balance

$132,702

+7.1% from 2019

Annual return

10.77%

-6.88 pp from 2019

Benchmarks

See 8,767 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,767 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.43M

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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.

151.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

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

+10.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3508

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 codes2E2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

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

$2189 / participant

Other / not subdivided$72K100.0%

% of EOY assets

1.296%

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

$132,702

$60,139+120.7%

$90,461+46.7%

$79,856+66.2%

Participation rate

87.9%

65.0%+22.9pp

72.7%+15.2pp

69.6%+18.2pp

Annual return

10.77%

71.96%-61.2pp

1294.76%-1284.0pp

31.71%-20.9pp

Employer contribution / active EE

$973

$2,069-53.0%

$3,264-70.2%

$2,471-60.6%

Participant deferral / active EE

$2,689

$2,939-8.5%

$3,964-32.2%

$3,741-28.1%

Admin fee / account holder

$1,720

$3,978-56.8%

$5,617-69.4%

$5,306-67.6%

SUNSET LINEN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNSET LINEN 401(K) 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