Retirement plan

CUSTOMER FIRST COMMUNICATIONS, INC. 401(K) PLAN

Name: CUSTOMER FIRST COMMUNICATIONS, INC. - CUSTOMER FIRST COMMUNICATIONS, INC. 401(K) PLAN (2019) 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 2019

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

Other plans on this EIN

1 filing

#001Retirement-$4.9M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+45.3% from 2018

Total participants

-25.0% from 2018

Average account balance

$424,399

+93.7% from 2018

Annual return

35.57%

+45.01 pp from 2018

Benchmarks

See 13,235 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,235 peers

Snapshot2019

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$457

$152 / participant

Other / not subdivided$457100.0%

% of EOY assets

0.036%

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

$424,399

$104,953+304.4%

$84,637+401.4%

$152,909+177.5%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.5%+17.5pp

Annual return

35.57%

373.94%-338.4pp

258.82%-223.3pp

345.46%-309.9pp

Employer contribution / active EE

$9,628

$3,304+191.4%

$2,653+262.9%

$4,764+102.1%

Participant deferral / active EE

$18,713

$4,691+298.9%

$3,900+379.8%

$5,851+219.8%

Admin fee / account holder

$152

$6,244-97.6%

$4,914-96.9%

$11,601-98.7%

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