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 (2019) 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 2019

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

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$7.1M

+24.4% from 2018

Total participants

+4.4% from 2018

Average account balance

$120,600

+32.8% from 2018

Annual return

20.58%

+23.48 pp from 2018

Benchmarks

See 9,236 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,236 peers

Snapshot2019

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$97K

$1180 / participant

Other / not subdivided$97K100.0%

% of EOY assets

1.360%

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

$120,600

$83,485+44.5%

$125,192-3.7%

$72,975+65.3%

Participation rate

57.3%

73.3%-16.0pp

79.8%-22.5pp

69.5%-12.2pp

Annual return

20.58%

25.77%-5.2pp

43.79%-23.2pp

81.01%-60.4pp

Employer contribution / active EE

$689

$2,346-70.6%

$3,866-82.2%

$2,440-71.8%

Participant deferral / active EE

$3,093

$3,586-13.8%

$4,937-37.4%

$3,608-14.3%

Admin fee / account holder

$1,640

$5,518-70.3%

$9,704-83.1%

$5,124-68.0%

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