Retirement plan

CREATING BRAND LEGACY WORLDWID 401 K PROFIT SHARING PLAN TRUST

Name: CREATING BRAND LEGACY WORLDWID - CREATING BRAND LEGACY WORLDWID 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: CREATING BRAND LEGACY WORLDWID
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CREATING BRAND LEGACY WORLDWID 401 K PROFIT SHARING PLAN TRUST, CREATING BRAND LEGACY WORLDWID

CREATING BRAND LEGACY WORLDWIDEIN 81-2926216Plan #001PY 2018

370 FRANKILIN TURNPIKE BOTTOM FLOOR - MAHWAH, NJ 07430201-362-5234cblworld.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$667K

+28.9% from 2017

Total participants

+24.0% from 2017

Average account balance

$37,064

+14.6% from 2017

Annual return

8.98%

-11.94 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

111.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$142K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$542

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 codes2T2E3D2J2F2G

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$89 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.375%

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

$37,064

$77,816-52.4%

$123,552-70.0%

$64,173-42.2%

Participation rate

53.6%

74.7%-21.1pp

82.3%-28.7pp

69.6%-16.0pp

Annual return

8.98%

12.49%-3.5pp

119.20%-110.2pp

7.63%+1.3pp

Employer contribution / active EE

$3,014-100.0%

$4,628-100.0%

$2,381-100.0%

Participant deferral / active EE

$3,771

$5,240-28.0%

$6,426-41.3%

$3,470+8.7%

Admin fee / account holder

$139

$5,519-97.5%

$9,285-98.5%

$4,887-97.2%

CREATING BRAND LEGACY WORLDWID 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CREATING BRAND LEGACY WORLDWID 401 K PROFIT SHARING PLAN TRUST

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