Retirement plan

CIS RETIREMENT PLAN

Name: CIS CONFERENCE, INC. - CIS RETIREMENT PLAN (2016) Form 5500
Creator: CIS CONFERENCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CIS RETIREMENT PLAN, CIS CONFERENCE, INC.

CIS CONFERENCE, INC.EIN 75-2609026Plan #001PY 2016

2612 W LAMBERTH RD., STE 300 - SHERMAN, TX 75092903-893-3214LinkedIn11-50 employeese-learning

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.7M

No prior year

Total participants

No prior year

Average account balance

$173,698

No prior year

Annual return

-0.57%

No prior year

Benchmarks

See 5,384 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,384 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.55M

Not enough data

1 years with asset history on file

Average account balance

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

$323K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$406

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 codes2E2F2G2J3D2T

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$80K

$8891 / participant

Other / not subdivided$80K100.0%

% of EOY assets

4.607%

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

$173,698

$65,712+164.3%

$57,196+203.7%

$273,972-36.6%

Participation rate

100.0%

78.3%+21.7pp

75.3%+24.7pp

83.0%+17.0pp

Annual return

-0.57%

22.01%-22.6pp

14.59%-15.2pp

41.46%-42.0pp

Employer contribution / active EE

$15,523

$3,280+373.3%

$2,683+478.6%

$4,869+218.8%

Participant deferral / active EE

$6,216

$3,782+64.4%

$3,096+100.8%

$5,287+17.6%

Admin fee / account holder

$8,002

$4,838+65.4%

$3,141+154.8%

$10,133-21.0%

CIS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CIS RETIREMENT 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