Retirement plan

CSI ELECTRONICS 401(K) PLAN

Name: CIL ELECTRONICS LLC DBA CSI ELECTRONICS - CSI ELECTRONICS 401(K) PLAN (2020) Form 5500
Creator: CIL ELECTRONICS LLC DBA CSI ELECTRONICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CSI ELECTRONICS 401(K) PLAN, CIL ELECTRONICS LLC DBA CSI ELECTRONICS

CIL ELECTRONICS LLC DBA CSI ELECTRONICSEIN 83-3464038Plan #001PY 2020

1942 S ELIZABETH ST - KOKOMO, IN 469022432765-457-3894

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-7.1% from 2019

Total participants

0.0% from 2019

Average account balance

$61,455

-11.0% from 2019

Annual return

12.59%

-8.27 pp from 2019

Benchmarks

See 14,881 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,881 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

84.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2502

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 codes2E2F2G2J2T3D

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

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

$432K

$15983 / participant

Other / not subdivided$432K100.0%

% of EOY assets

29.259%

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

$61,455

$78,428-21.6%

$95,960-36.0%

$79,852-23.0%

Participation rate

85.2%

73.5%+11.7pp

77.1%+8.1pp

69.6%+15.5pp

Annual return

12.59%

19.37%-6.8pp

91.63%-79.0pp

31.72%-19.1pp

Employer contribution / active EE

$1,675

$1,945-13.9%

$2,541-34.1%

$2,471-32.2%

Participant deferral / active EE

$2,694

$3,440-21.7%

$4,167-35.3%

$3,740-28.0%

Admin fee / account holder

$17,981

$5,622+219.8%

$6,797+164.5%

$5,306+238.9%

CSI ELECTRONICS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CSI ELECTRONICS 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