Retirement plan

EMPLOYEE BENEFIT PLAN OF COLD SPOT FEEDS, INCORPORATED

Name: COLD SPOT FEEDS, INC. - EMPLOYEE BENEFIT PLAN OF COLD SPOT FEEDS, INCORPORATED (2016) Form 5500
Creator: COLD SPOT FEEDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COLD SPOT FEEDS, INCORPORATED, COLD SPOT FEEDS, INC.

COLD SPOT FEEDS, INC.EIN 87-0803237Plan #001PY 2016

377 HELMERICKS AVE - FAIRBANKS, AK 997013180907-457-8555coldspotfeeds.comLinkedIn11-50 employeesretail

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$121K

No prior year

Total participants

No prior year

Average account balance

$4,835

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,077 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,077 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.81M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

104.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$988

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 codes2F2S2T3D

Plan features

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).
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$190

$8 / participant

Other / not subdivided$190100.0%

% of EOY assets

0.157%

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

$4,835

$49,025-90.1%

$87,502-94.5%

$62,881-92.3%

Participation rate

100.0%

64.9%+35.1pp

73.8%+26.2pp

69.3%+30.7pp

Annual return

0.00%

10.02%-10.0pp

12.21%-12.2pp

20.14%-20.1pp

Employer contribution / active EE

$615

$1,372-55.2%

$2,550-75.9%

$2,281-73.0%

Participant deferral / active EE

$939

$2,289-59.0%

$3,149-70.2%

$3,203-70.7%

Admin fee / account holder

$4,065-99.8%

$4,221-99.8%

$4,296-99.8%

EMPLOYEE BENEFIT PLAN OF COLD SPOT FEEDS, INCORPORATED

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COLD SPOT FEEDS, INCORPORATED

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