Retirement plan

C.C.S., INC. AND AFFILIATED COMPANIES PROFIT SHARING PLAN

Name: C.C.S., INC - C.C.S., INC. AND AFFILIATED COMPANIES PROFIT SHARING PLAN (2017) Form 5500
Creator: C.C.S., INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.C.S., INC. AND AFFILIATED COMPANIES PROFIT SHARING PLAN, C.C.S., INC

C.C.S., INCEIN 86-0684319Plan #002PY 2017

17350 N HARTFORD DR - SCOTTSDALE, AZ 85255480-348-0100

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.2M

-5.3% from 2016

Total participants

+2.4% from 2016

Average account balance

$95,359

-2.4% from 2016

Annual return

14.45%

+6.92 pp from 2016

Benchmarks

See 9,328 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,328 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.97M

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

44.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$370K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22109

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 codes2E2F2H2J3D3H

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

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

$1.6M

$21686 / participant

Other / not subdivided$2M100.0%

% of EOY assets

25.890%

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

$95,359

$78,705+21.2%

$117,857-19.1%

$70,131+36.0%

Participation rate

70.3%

73.2%-2.9pp

79.7%-9.4pp

69.5%+0.7pp

Annual return

14.45%

23.30%-8.8pp

335.09%-320.6pp

73.14%-58.7pp

Employer contribution / active EE

$583

$2,223-73.8%

$3,786-84.6%

$2,342-75.1%

Participant deferral / active EE

$3,520

$3,297+6.8%

$4,482-21.5%

$3,332+5.6%

Admin fee / account holder

$24,689

$5,065+387.4%

$8,020+207.8%

$4,645+431.5%

C.C.S., INC. AND AFFILIATED COMPANIES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.C.S., INC. AND AFFILIATED COMPANIES 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