Retirement plan

SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF CRAWFORD & ASSOCIATES, P.C.

Name: CRAWFORD & ASSOCIATES, INC. - SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF CRAWFORD & ASSOCIATES, P.C. (2018) Form 5500
Creator: CRAWFORD & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF CRAWFORD & ASSOCIATES, P.C., CRAWFORD & ASSOCIATES, INC.

CRAWFORD & ASSOCIATES, INC.EIN 73-1227172Plan #001PY 2018

10308 GREENBRIAR PLACE - OKLAHOMA CITY, OK 73159405-691-5550

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.1M

+2.4% from 2017

Total participants

0.0% from 2017

Average account balance

$150,108

+2.4% from 2017

Annual return

-5.42%

-16.38 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.27M

Not enough data

1 years with asset history on file

Average account balance

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

$220K

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.

117.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$413K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+16.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41854

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 codes2E2J

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.

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

$52K

$1935 / participant

Other / not subdivided$52K100.0%

% of EOY assets

1.289%

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

$150,108

$77,816+92.9%

$123,552+21.5%

$64,173+133.9%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

-5.42%

12.49%-17.9pp

119.20%-124.6pp

7.63%-13.1pp

Employer contribution / active EE

$3,527

$3,014+17.0%

$4,628-23.8%

$2,381+48.2%

Participant deferral / active EE

$7,988

$5,240+52.4%

$6,426+24.3%

$3,470+130.2%

Admin fee / account holder

$1,935

$5,519-64.9%

$9,285-79.2%

$4,887-60.4%

SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF CRAWFORD & ASSOCIATES, P.C.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF CRAWFORD & ASSOCIATES, P.C.

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