Retirement plan

CANOGA PERKINS 401(K) PROFIT SHARING PLAN

Name: CANOGA PERKINS CORPORATION - CANOGA PERKINS 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CANOGA PERKINS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CANOGA PERKINS 401(K) PROFIT SHARING PLAN, CANOGA PERKINS CORPORATION

CANOGA PERKINS CORPORATIONEIN 95-2421137Plan #001PY 2017

20600 PRAIRIE STREET - CHATSWORTH, CA 91311818-718-6300canogaperkins.netLinkedIn51-200 employeestelecommunications

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$23.4M

+19.4% from 2016

Total participants

114

-1.7% from 2016

Average account balance

$208,622

+15.1% from 2016

Annual return

15.79%

+8.56 pp from 2016

Benchmarks

See 14,969 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,969 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.48M

Not enough data

1 years with asset history on file

Average account balance

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

$221K

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.

67.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$562K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32196

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

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$700

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

1 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$700

$8 / participant

Other / not subdivided$700100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

0 / 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: MCCLAIN, SMITH & WENZ, PC
Auditor EIN: 383382520
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$208,622

$67,606+208.6%

$82,313+153.4%

$70,124+197.5%

Participation rate

97.6%

72.8%+24.8pp

76.9%+20.7pp

69.5%+28.1pp

Annual return

15.79%

21.57%-5.8pp

25.88%-10.1pp

73.14%-57.3pp

Employer contribution / active EE

$10,539

$1,755+500.5%

$2,428+334.0%

$2,342+349.9%

Participant deferral / active EE

$4,052

$2,987+35.7%

$3,706+9.3%

$3,332+21.6%

Admin fee / account holder

$4,512-99.9%

$5,608-99.9%

$4,645-99.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$700

CANOGA PERKINS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CANOGA PERKINS 401(K) 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