Retirement plan

COMPLETE LOGISTICS SUPPORT, INC. 401(K) PLAN

Name: COMPLETE LOGISTICS SUPPORT, INC. - COMPLETE LOGISTICS SUPPORT, INC. 401(K) PLAN (2020) Form 5500
Creator: COMPLETE LOGISTICS SUPPORT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPLETE LOGISTICS SUPPORT, INC. 401(K) PLAN, COMPLETE LOGISTICS SUPPORT, INC.

COMPLETE LOGISTICS SUPPORT, INC.EIN 82-1151541Plan #001PY 2020

475 MARKET STREET, SUITE 303 - ELMWOOD PARK, NJ 07407201-282-2053clsserve.comLinkedIn51-200 employeesdefense & space

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+23.9% from 2019

Total participants

+17.6% from 2019

Average account balance

$103,130

+10.8% from 2019

Annual return

12.99%

-7.50 pp from 2019

Benchmarks

See 21,449 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,449 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.59M

Not enough data

1 years with asset history on file

Average account balance

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

$200K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$243K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16705

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 codes2E2J2F2G3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$28K

$1865 / participant

Other / not subdivided$28K100.0%

% of EOY assets

1.427%

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

$103,130

$112,121-8.0%

$95,960+7.5%

$158,966-35.1%

Participation rate

93.3%

79.0%+14.3pp

77.1%+16.3pp

82.0%+11.4pp

Annual return

12.99%

171.16%-158.2pp

91.63%-78.6pp

302.95%-290.0pp

Employer contribution / active EE

$2,953

$3,199-7.7%

$2,541+16.2%

$4,762-38.0%

Participant deferral / active EE

$8,992

$4,784+87.9%

$4,167+115.8%

$5,983+50.3%

Admin fee / account holder

$1,472

$10,135-85.5%

$6,797-78.3%

$11,250-86.9%

COMPLETE LOGISTICS SUPPORT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPLETE LOGISTICS SUPPORT, 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