Retirement plan

CAPITOL IMAGING SERVICES, LLC 401(K) PLAN

Name: CAPITOL IMAGING SERVICES, LLC - CAPITOL IMAGING SERVICES, LLC 401(K) PLAN (2020) Form 5500
Creator: CAPITOL IMAGING SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITOL IMAGING SERVICES, LLC 401(K) PLAN, CAPITOL IMAGING SERVICES, LLC

CAPITOL IMAGING SERVICES, LLCEIN 81-3346157Plan #001PY 2020

4241 VETERANS MEMORIAL BLVD - METAIRIE, LA 70006504-459-3218

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$4.8M

No prior year

Total participants

259

No prior year

Average account balance

$32,067

No prior year

Annual return

66.74%

No prior year

Benchmarks

See 5,415 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,415 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.14M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

355

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.

53.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850	Recordkeeping	$2,252
DAMIEN WILD1+ years Filed as: DAMIEN EAST Service code 22 · EIN 04-1590850	Insurance Broker	$0
THE HASLAUER GROUP, INC.1+ years Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1487108	Recordkeeping	$0

Plan features & details

Pension benefit codes2F2J2G2T3D3H

Plan features

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$2K

$10 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.047%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: APPLE GUERIN COMPANY, LLC
Auditor EIN: 721348954
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,067

$58,888-45.5%

$178,498-82.0%

$73,493-56.4%

Participation rate

52.2%

66.2%-14.0pp

81.9%-29.7pp

70.7%-18.5pp

Annual return

66.74%

24.86%+41.9pp

151.09%-84.4pp

28.51%+38.2pp

Employer contribution / active EE

$2,236-100.0%

$5,011-100.0%

$2,270-100.0%

Participant deferral / active EE

$1,313

$2,568-48.9%

$5,202-74.8%

$3,740-64.9%

Admin fee / account holder

$15

$400-96.2%

$13,985-99.9%

$513-97.1%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INS CO

Service code 15 · EIN 04-1590850

Recordkeeping

$2,252

DAMIEN WILD1+ years

Filed as: DAMIEN EAST

Service code 22 · EIN 04-1590850

Insurance Broker

THE HASLAUER GROUP, INC.1+ years

Filed as: THE HASLAUER GROUP

Service code 15 · EIN 72-1487108

Recordkeeping

CAPITOL IMAGING SERVICES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITOL IMAGING SERVICES, LLC 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