Retirement plan

COASTER COMPANY RETIREMENT SAVINGS PLAN

Name: COA, INC. DBA COASTER COMPANY OF AMERICA - COASTER COMPANY RETIREMENT SAVINGS PLAN (2018) Form 5500
Creator: COA, INC. DBA COASTER COMPANY OF AMERICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COASTER COMPANY RETIREMENT SAVINGS PLAN, COA, INC. DBA COASTER COMPANY OF AMERICA

COA, INC. DBA COASTER COMPANY OF AMERICAEIN 95-3625990Plan #001PY 2018

12928 SANDOVAL ST - SANTA FE SPRINGS, CA 906704061310-944-7899

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$20.9M

-10.6% from 2017

Total participants

720

-2.7% from 2017

Average account balance

$33,658

-22.3% from 2017

Annual return

-4.86%

-20.56 pp from 2017

Benchmarks

See 1,274 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,274 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.71M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

352

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.

85.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.46M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$321

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428	Other Services	$18,244
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290	Contract Administrator	$17,406
ALPHAPOINT, INC.3+ years Service code 27 · EIN 14-1884337	Advisory (Plan)	$10,000
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$17K

$28 / participant

Contract admin$17K100.0%

% of EOY assets

0.083%

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: LTSP, INC.
Auditor EIN: 953864890
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,658

$62,267-45.9%

$110,241-69.5%

$55,725-39.6%

Participation rate

84.0%

78.1%+5.9pp

79.8%+4.2pp

70.9%+13.1pp

Annual return

-4.86%

-1.07%-3.8pp

314.75%-319.6pp

244.93%-249.8pp

Employer contribution / active EE

$1,364

$1,941-29.7%

$3,827-64.4%

$2,078-34.4%

Participant deferral / active EE

$2,213

$3,516-37.1%

$4,672-52.6%

$3,356-34.1%

Admin fee / account holder

$28

$121-76.8%

$8,548-99.7%

$115-75.6%

Provider

Service type

Compensation

ACTUARIAL BENEFITS CORP4+ years

Filed as: ACTUARIAL BENEFITS CORPORATION

Service code 49 · EIN 20-1054428

Other Services

$18,244

PRINCIPAL LIFE INSURANCE COMPANY4+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$17,406

ALPHAPOINT, INC.3+ years

Service code 27 · EIN 14-1884337

Advisory (Plan)

$10,000

MORNINGSTAR3+ years

Filed as: MORNINGSTAR INVESTMENT MGMT LLC

Service code 26 · EIN 36-2923857

Advisory (Participants)

COASTER COMPANY RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COASTER COMPANY RETIREMENT SAVINGS 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