Retirement plan

CALIFORNIA CRAFT BREWERS ASSOCIATION 401(K) PLAN

Name: CALIFORNIA CRAFT BREWERS ASSOCIATION - CALIFORNIA CRAFT BREWERS ASSOCIATION 401(K) PLAN (2020) Form 5500
Creator: CALIFORNIA CRAFT BREWERS ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALIFORNIA CRAFT BREWERS ASSOCIATION 401(K) PLAN, CALIFORNIA CRAFT BREWERS ASSOCIATION

CALIFORNIA CRAFT BREWERS ASSOCIATIONEIN 94-3138723Plan #001PY 2020

555 CAPITOL MALL, SUITE 1275 - SACRAMENTO, CA 95814916-228-4260californiacraftbeer.comLinkedIn1-10 employeesfood & beverages

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$140K

+123.9% from 2019

Total participants

-42.9% from 2019

Average account balance

$34,937

+68.0% from 2019

Annual return

100.54%

+68.62 pp from 2019

Benchmarks

See 8,282 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort8,282 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$45K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

25.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$858

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

+15.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23187

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 codes2J2F2G3D2T

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).
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

$21K

$6884 / participant

Other / not subdivided$21K100.0%

% of EOY assets

14.779%

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

$34,937

$108,212-67.7%

$77,513-54.9%

$158,966-78.0%

Participation rate

100.0%

64.4%+35.6pp

54.2%+45.8pp

82.0%+18.0pp

Annual return

100.54%

31.67%+68.9pp

54.81%+45.7pp

302.95%-202.4pp

Employer contribution / active EE

$1,325-100.0%

$987-100.0%

$4,762-100.0%

Participant deferral / active EE

$11,397

$2,455+364.1%

$1,861+512.4%

$5,983+90.5%

Admin fee / account holder

$5,163

$3,709+39.2%

$2,859+80.6%

$11,250-54.1%

CALIFORNIA CRAFT BREWERS ASSOCIATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALIFORNIA CRAFT BREWERS ASSOCIATION 401(K) 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