Retirement plan

CRL ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN & TRUST

Name: CRL ASSOCIATES, INC. - CRL ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN & TRUST (2020) Form 5500
Creator: CRL ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRL ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN & TRUST, CRL ASSOCIATES, INC.

CRL ASSOCIATES, INC.EIN 84-0864453Plan #001PY 2020

1660 LINCOLN ST., SUITE 1800 - DENVER, CO 80264303-592-4656crlassociates.comLinkedIn11-50 employeesgovernment relations

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.5M

+15.0% from 2019

Total participants

+10.0% from 2019

Average account balance

$504,443

+4.6% from 2019

Annual return

11.09%

-7.42 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.15M

Not enough data

1 years with asset history on file

Average account balance

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

$269K

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

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+4.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$616329

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$30K

$4245 / participant

Other / not subdivided$30K100.0%

% of EOY assets

0.535%

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

$504,443

$165,361+205.1%

$149,715+236.9%

$158,950+217.4%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

11.09%

348.24%-337.1pp

276.66%-265.6pp

302.91%-291.8pp

Employer contribution / active EE

$26,430

$5,103+417.9%

$4,645+469.0%

$4,762+455.0%

Participant deferral / active EE

$4,800

$7,182-33.2%

$6,842-29.8%

$5,983-19.8%

Admin fee / account holder

$2,701

$10,808-75.0%

$9,310-71.0%

$11,248-76.0%

CRL ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRL ASSOCIATES, INC. PROFIT SHARING 401(K) 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