Retirement plan

CORCORAN SAWTELLE & ROSPRIM, INC. EMPLOYEE 401K PROFIT SHARING PLAN

Name: CORCORAN SAWTELLE & ROSPRIM, INC. - CORCORAN SAWTELLE & ROSPRIM, INC. EMPLOYEE 401K PROFIT SHARING PLAN (2019) Form 5500
Creator: CORCORAN SAWTELLE & ROSPRIM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORCORAN SAWTELLE & ROSPRIM, INC. EMPLOYEE 401K PROFIT SHARING PLAN, CORCORAN SAWTELLE & ROSPRIM, INC.

CORCORAN SAWTELLE & ROSPRIM, INC.EIN 94-2514280Plan #002PY 2019

542 OTIS AVE - CORCORAN, CA 932121823559-992-2117LinkedIn11-50 employeesmachinery

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.3M

+11.9% from 2018

Total participants

0.0% from 2018

Average account balance

$97,772

+11.9% from 2018

Annual return

6.66%

+0.80 pp from 2018

Benchmarks

See 21,378 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,378 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.59M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

112.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

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

+8.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12909

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 codes2E2F2H2J3D

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$89 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.079%

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

$97,772

$103,393-5.4%

$87,103+12.2%

$152,909-36.1%

Participation rate

100.0%

79.4%+20.6pp

76.9%+23.1pp

82.5%+17.5pp

Annual return

6.66%

28.10%-21.4pp

28.19%-21.5pp

345.46%-338.8pp

Employer contribution / active EE

$3,571

$3,221+10.9%

$2,521+41.6%

$4,764-25.0%

Participant deferral / active EE

$1,700

$4,778-64.4%

$4,049-58.0%

$5,851-71.0%

Admin fee / account holder

$78

$12,195-99.4%

$7,491-99.0%

$11,601-99.3%

CORCORAN SAWTELLE & ROSPRIM, INC. EMPLOYEE 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORCORAN SAWTELLE & ROSPRIM, INC. EMPLOYEE 401K 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