Retirement plan

CUSTOMER FIRST COMMUNICATIONS, INC. 401(K) PLAN

Name: CUSTOMER FIRST COMMUNICATIONS, INC. - CUSTOMER FIRST COMMUNICATIONS, INC. 401(K) PLAN (2018) Form 5500
Creator: CUSTOMER FIRST COMMUNICATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CUSTOMER FIRST COMMUNICATIONS, INC. 401(K) PLAN, CUSTOMER FIRST COMMUNICATIONS, INC.

CUSTOMER FIRST COMMUNICATIONS, INC.EIN 77-0648076Plan #002PY 2018

1240 N. LAKEVIEW AVENUE, SUITE 270 - ANAHEIM, CA 92807714-996-0236

Other plans on this EIN

1 filing

#001Retirement-$3.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$876K

-0.3% from 2017

Total participants

+33.3% from 2017

Average account balance

$219,103

-25.2% from 2017

Annual return

-9.44%

-34.81 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.57M

Not enough data

1 years with asset history on file

Average account balance

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

$893K

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

$191K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+32.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28

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 codes2E2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$340

$85 / participant

Other / not subdivided$340100.0%

% of EOY assets

0.039%

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

$219,103

$95,188+130.2%

$76,518+186.3%

$135,380+61.8%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

-9.44%

4.85%-14.3pp

-0.27%-9.2pp

519.81%-529.2pp

Employer contribution / active EE

$6,463

$3,303+95.7%

$2,647+144.1%

$4,779+35.2%

Participant deferral / active EE

$13,617

$4,640+193.5%

$3,836+255.0%

$5,609+142.8%

Admin fee / account holder

$85

$6,249-98.6%

$4,849-98.2%

$10,828-99.2%

CUSTOMER FIRST COMMUNICATIONS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CUSTOMER FIRST COMMUNICATIONS, 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