Retirement plan

EMPLOYEE STOCK OWNERSHIP PLAN OF XYTEX CRYO INTERNATIONAL LTD.

Name: GEORGIA CRYOSERVICES, INC. - EMPLOYEE STOCK OWNERSHIP PLAN OF XYTEX CRYO INTERNATIONAL LTD. (2019) Form 5500
Creator: GEORGIA CRYOSERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE STOCK OWNERSHIP PLAN OF XYTEX CRYO INTERNATIONAL LTD., GEORGIA CRYOSERVICES, INC.

GEORGIA CRYOSERVICES, INC.EIN 81-4362424Plan #002PY 2019

1100 EMMETT STREET - AUGUSTA, GA 30904706-733-0130LinkedIn11-50 employeesindividual & family services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$37.8M

+76.3% from 2018

Total participants

+11.8% from 2018

Average account balance

$1,988,040

+57.7% from 2018

Annual return

79.97%

+11.29 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$83.46M

Not enough data

1 years with asset history on file

Average account balance

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

$2.1M

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

$598K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

-19.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$585078

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 codes2P2Q3H3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.2M

$77684 / participant

Other / not subdivided$1M100.0%

% of EOY assets

3.085%

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

$1,988,040

$157,276+1164.0%

$141,177+1308.2%

$152,885+1200.4%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

79.97%

64.33%+15.6pp

71.40%+8.6pp

345.39%-265.4pp

Employer contribution / active EE

$6,061

$5,262+15.2%

$4,736+28.0%

$4,763+27.2%

Participant deferral / active EE

$7,110-100.0%

$6,710-100.0%

$5,851-100.0%

Admin fee / account holder

$61,329

$12,123+405.9%

$10,263+497.6%

$11,598+428.8%

EMPLOYEE STOCK OWNERSHIP PLAN OF XYTEX CRYO INTERNATIONAL LTD.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE STOCK OWNERSHIP PLAN OF XYTEX CRYO INTERNATIONAL LTD.

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