Retirement plan

COMMAND MANAGEMENT SERVICES, INC. 401(K) PROFIT

Name: COMMAND MANAGEMENT SERVICES, INC. - COMMAND MANAGEMENT SERVICES, INC. 401(K) PROFIT (2017) Form 5500
Creator: COMMAND MANAGEMENT SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMAND MANAGEMENT SERVICES, INC. 401(K) PROFIT, COMMAND MANAGEMENT SERVICES, INC.

COMMAND MANAGEMENT SERVICES, INC.EIN 93-1059688Plan #001PY 2017

620 SW 5TH, SUITE 300 - PORTLAND, OR 97204503-417-5366cms-corp.comLinkedIn51-200 employees

Prospect flagsLow returnsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$3.7M

+19.7% from 2016

Total participants

166

+3.1% from 2016

Average account balance

$86,327

+8.5% from 2016

Annual return

13.23%

+3.89 pp from 2016

Benchmarks

See 841 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants100-249

Cohort841 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.81M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

26.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$376K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22434

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081	Advisory (Plan)	$9,701
PENSION PLAN SPECIALISTS, PC2+ years Service code 13	Contract Administrator	$3,234
PENSION ASSURANCE LLP1 year Filed as: PENSION PLAN SPECILAISTS Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660	Contract Administrator	$1,000
GREAT-WEST LIFE & ANNUITY INSURANCE3+ years Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$975
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER RETIREMENT SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$589

Plan features & details

Pension benefit codes2A2E2F2G2J3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$7 / participant

Contract admin$1K100.0%

% of EOY assets

0.031%

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: ALDRICH CPA'S & ADVISORS, LLP
Auditor EIN: 930623286
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$86,327

$31,388+175.0%

$73,545+17.4%

$62,293+38.6%

Participation rate

21.7%

39.9%-18.2pp

54.9%-33.3pp

69.5%-47.9pp

Annual return

13.23%

25.34%-12.1pp

-15.16%+28.4pp

28.90%-15.7pp

Employer contribution / active EE

$723

$498+45.1%

$1,219-40.7%

$2,042-64.6%

Participant deferral / active EE

$1,283

$1,028+24.8%

$1,806-28.9%

$3,169-59.5%

Admin fee / account holder

$27

$299-91.0%

$2,320-98.8%

$479-94.4%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.3+ years

Filed as: WELLS FARGO ADVISORS LLC

Service code 27

401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081

Advisory (Plan)

$9,701

PENSION PLAN SPECIALISTS, PC2+ years

Service code 13

Contract Administrator

$3,234

PENSION ASSURANCE LLP1 year

Filed as: PENSION PLAN SPECILAISTS

Service code 13

805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660

Contract Administrator

$1,000

GREAT-WEST LIFE & ANNUITY INSURANCE3+ years

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$975

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER RETIREMENT SERVICES

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$589

COMMAND MANAGEMENT SERVICES, INC. 401(K) PROFIT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMAND MANAGEMENT SERVICES, INC. 401(K) PROFIT

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