Retirement plan

CONTRACT INTERIORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: CONTRACT INTERIORS, L L C - CONTRACT INTERIORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: CONTRACT INTERIORS, L L C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONTRACT INTERIORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST, CONTRACT INTERIORS, L L C

CONTRACT INTERIORS, L L CEIN 93-1268004Plan #001PY 2018

2859 22ND STREET SE STE 100 - SALEM, OR 97302503-371-7821cillc.usLinkedIn1-10 employeesarchitecture & planning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$430K

-6.3% from 2017

Total participants

-45.0% from 2017

Average account balance

$39,125

+70.4% from 2017

Annual return

-6.56%

-20.13 pp from 2017

Benchmarks

See 18,624 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,624 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

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.

158.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+25.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1053

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 codes2E2J3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$104K

$11549 / participant

Other / not subdivided$104K100.0%

% of EOY assets

24.151%

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

$39,125

$95,975-59.2%

$74,552-47.5%

$135,382-71.1%

Participation rate

100.0%

75.7%+24.3pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

-6.56%

56.96%-63.5pp

32.53%-39.1pp

519.77%-526.3pp

Employer contribution / active EE

$1,610

$2,716-40.7%

$1,961-17.9%

$4,779-66.3%

Participant deferral / active EE

$5,537

$3,844+44.1%

$3,108+78.2%

$5,609-1.3%

Admin fee / account holder

$9,449

$6,522+44.9%

$5,060+86.8%

$10,829-12.7%

CONTRACT INTERIORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONTRACT INTERIORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

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