Retirement plan

CHAMBERLIN DISTRIBUTING COMPANY INC. RETIREMENT PLAN

Name: CHAMBERLIN DISTRIBUTING COMPANY, INC. - CHAMBERLIN DISTRIBUTING COMPANY INC. RETIREMENT PLAN (2021) Form 5500
Creator: CHAMBERLIN DISTRIBUTING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAMBERLIN DISTRIBUTING COMPANY INC. RETIREMENT PLAN, CHAMBERLIN DISTRIBUTING COMPANY, INC.

CHAMBERLIN DISTRIBUTING COMPANY, INC.dba DBA CHAMBERLIN AGRICULTUREEIN 91-0679979Plan #001PY 2021

590 N CHAMBERLIN WAY - EAST WENATCHEE, WA 98802509-663-7151

Other plans on this EIN

1 filing

#002Retirement-$493K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$18.3M

+24.6% from 2020

Total participants

+16.5% from 2020

Average account balance

$198,417

+7.0% from 2020

Annual return

19.66%

+9.04 pp from 2020

Benchmarks

See 9,036 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,036 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.54M

Not enough data

1 years with asset history on file

Average account balance

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

$271K

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.

141.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$548K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15477

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 codes2E2F2G2J2T3D

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.
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

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

$561K

$8630 / participant

Other / not subdivided$561K100.0%

% of EOY assets

3.073%

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

$198,417

$99,994+98.4%

$146,647+35.3%

$85,851+131.1%

Participation rate

100.0%

73.1%+26.9pp

80.1%+19.9pp

69.3%+30.7pp

Annual return

19.66%

18.93%+0.7pp

22.75%-3.1pp

318.63%-299.0pp

Employer contribution / active EE

$11,040

$2,559+331.4%

$4,137+166.9%

$2,565+330.3%

Participant deferral / active EE

$7,384

$4,006+84.3%

$5,506+34.1%

$3,952+86.8%

Admin fee / account holder

$6,097

$7,703-20.8%

$10,281-40.7%

$6,261-2.6%

CHAMBERLIN DISTRIBUTING COMPANY INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAMBERLIN DISTRIBUTING COMPANY INC. RETIREMENT 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