Retirement plan

CSM DBA BRADLEY STAMPING CORPORATION 401(K) PROFIT SHARING PLAN

Name: CSM DBA BRADLEY STAMPING CORPORATION - CSM DBA BRADLEY STAMPING CORPORATION 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: CSM DBA BRADLEY STAMPING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CSM DBA BRADLEY STAMPING CORPORATION 401(K) PROFIT SHARING PLAN, CSM DBA BRADLEY STAMPING CORPORATION

CSM DBA BRADLEY STAMPING CORPORATIONEIN 71-0670905Plan #001PY 2019

1816 WHEELER AVE. - FORT SMITH, AR 72901501-785-0730LinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$2.2M

+21.4% from 2018

Total participants

+5.9% from 2018

Average account balance

$128,943

+21.4% from 2018

Annual return

19.78%

+25.62 pp from 2018

Benchmarks

See 21,381 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,381 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.77M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2237

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 codes2E2G2J2T3D

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.
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

2 tripped

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

$8K

$536 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.367%

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

$128,943

$103,387+24.7%

$87,102+48.0%

$152,885-15.7%

Participation rate

93.3%

79.4%+14.0pp

76.9%+16.5pp

82.5%+10.9pp

Annual return

19.78%

28.10%-8.3pp

28.19%-8.4pp

345.39%-325.6pp

Employer contribution / active EE

$1,333

$3,221-58.6%

$2,521-47.1%

$4,763-72.0%

Participant deferral / active EE

$1,110

$4,778-76.8%

$4,048-72.6%

$5,851-81.0%

Admin fee / account holder

$473

$12,193-96.1%

$7,491-93.7%

$11,598-95.9%

CSM DBA BRADLEY STAMPING CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CSM DBA BRADLEY STAMPING CORPORATION 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