Retirement plan

CEH AUTOMOTIVE CORP. EMPLOYEES' PROFIT SHARING PLAN

Name: CEH AUTOMOTIVE CORP. - CEH AUTOMOTIVE CORP. EMPLOYEES' PROFIT SHARING PLAN (2015) Form 5500
Creator: CEH AUTOMOTIVE CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CEH AUTOMOTIVE CORP. EMPLOYEES' PROFIT SHARING PLAN, CEH AUTOMOTIVE CORP.

CEH AUTOMOTIVE CORP.EIN 86-0200402Plan #001PY 2015

1250 S. GILBERT ROAD - CHANDLER, AZ 85286480-898-6070

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7M

No prior year

Total participants

219

No prior year

Average account balance

$32,732

No prior year

Annual return

-1.48%

No prior year

Benchmarks

See 2,153 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,153 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.79M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

205

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.

97.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$172

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 4 by compensation

Provider	Service type	Compensation
EIDE BAILLY LLP1+ years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289	Accounting	$13,500
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$3,840
MESIROW FINANCIAL INVESTMENT MANAGE1+ years Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849	Advisory (Plan)	$1,431
QUARLES & BRADY LLP1+ years Filed as: QUARLES & BRADY, LLP Service code 29 · EIN 39-0432630	Legal	$315

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$20K

$116 / participant

Investment mgmt$1K7.3%
Other / not subdivided$18K92.7%

% of EOY assets

0.280%

all-in expense ratio

Categories reported

1 / 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: VAVRINEK, TRINE, DAY & CO., LLP
Auditor EIN: 952648289
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,732

$39,245-16.6%

$64,105-48.9%

$52,331-37.5%

Participation rate

96.4%

58.2%+38.2pp

68.2%+28.3pp

68.1%+28.3pp

Annual return

-1.48%

14.79%-16.3pp

791.24%-792.7pp

4.54%-6.0pp

Employer contribution / active EE

$1,190

$736+61.7%

$1,820-34.6%

$1,882-36.7%

Participant deferral / active EE

$2,540

$1,992+27.5%

$2,822-10.0%

$3,022-16.0%

Admin fee / account holder

$92

$592-84.5%

$4,499-98.0%

$592-84.5%

Provider

Service type

Compensation

EIDE BAILLY LLP1+ years

Filed as: VAVRINEK, TRINE, DAY & CO., LLP

Service code 10 · EIN 95-2648289

Accounting

$13,500

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$3,840

MESIROW FINANCIAL INVESTMENT MANAGE1+ years

Filed as: MESIROW FINANCIAL, INC.

Service code 27 · EIN 36-3194849

Advisory (Plan)

$1,431

QUARLES & BRADY LLP1+ years

Filed as: QUARLES & BRADY, LLP

Service code 29 · EIN 39-0432630

Legal

$315

CEH AUTOMOTIVE CORP. EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CEH AUTOMOTIVE CORP. EMPLOYEES' PROFIT SHARING 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