Retirement plan

CRYOGENIC R & D, INC. 401(K) PLAN

Name: CRYOGENIC RESEARCH & DEVELOPMENT, INC. - CRYOGENIC R & D, INC. 401(K) PLAN (2017) Form 5500
Creator: CRYOGENIC RESEARCH & DEVELOPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRYOGENIC R & D, INC. 401(K) PLAN, CRYOGENIC RESEARCH & DEVELOPMENT, INC.

CRYOGENIC RESEARCH & DEVELOPMENT, INC.EIN 75-1321822Plan #001PY 2017

PO BOX 51166 - AMARILLO, TX 79159806-355-5679LinkedIn1-10 employeespackage/freight delivery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+23.7% from 2016

Total participants

0.0% from 2016

Average account balance

$222,693

+23.7% from 2016

Annual return

25.02%

+19.93 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.38M

Not enough data

1 years with asset history on file

Average account balance

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

$376K

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5257

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 codes2E2F2G2J3D

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).
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

$125K

$13899 / participant

Other / not subdivided$125K100.0%

% of EOY assets

7.021%

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

$222,693

$91,037+144.6%

$71,671+210.7%

$147,585+50.9%

Participation rate

88.9%

76.1%+12.8pp

68.7%+20.1pp

82.8%+6.1pp

Annual return

25.02%

20.48%+4.5pp

20.65%+4.4pp

578.57%-553.6pp

Employer contribution / active EE

$3,040

$3,327-8.6%

$2,460+23.6%

$4,876-37.7%

Participant deferral / active EE

$8,741

$4,498+94.3%

$3,438+154.2%

$5,439+60.7%

Admin fee / account holder

$15,636

$8,613+81.5%

$5,558+181.3%

$10,885+43.6%

CRYOGENIC R & D, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRYOGENIC R & D, INC. 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