Retirement plan

CAS 401(K) PLAN

Name: CONSOLIDATED ADMINISTRATIVE SERVICES LLC - CAS 401(K) PLAN (2017) Form 5500
Creator: CONSOLIDATED ADMINISTRATIVE SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAS 401(K) PLAN, CONSOLIDATED ADMINISTRATIVE SERVICES LLC

CONSOLIDATED ADMINISTRATIVE SERVICES LLCEIN 80-0504117Plan #001PY 2017

907 S PINE ST - CABOT, AR 720233805501-941-5956consolidatedadmin.comLinkedIn51-200 employeesinsurance

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$82K

+198.2% from 2016

Total participants

0.0% from 2016

Average account balance

$6,826

+148.5% from 2016

Annual return

20.71%

+20.71 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$838K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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

$180K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1592

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 codes2J

Plan features

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$104 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.526%

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

$6,826

$171,867-96.0%

$149,721-95.4%

$147,586-95.4%

Participation rate

100.0%

88.2%+11.8pp

87.1%+12.9pp

82.8%+17.2pp

Annual return

20.71%

2113.36%-2092.7pp

1501.67%-1481.0pp

578.59%-557.9pp

Employer contribution / active EE

$1,182

$6,275-81.2%

$5,444-78.3%

$4,876-75.8%

Participant deferral / active EE

$2,881

$7,270-60.4%

$6,568-56.1%

$5,439-47.0%

Admin fee / account holder

$104

$13,799-99.2%

$11,282-99.1%

$10,886-99.0%

CAS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAS 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