Retirement plan

C.R.S., INC. DBA SEQUOIA 401(K) DEFERRED SAVINGS PLAN

Name: C.R.S., INC. DBA SEQUOIA - C.R.S., INC. DBA SEQUOIA 401(K) DEFERRED SAVINGS PLAN (2015) Form 5500
Creator: C.R.S., INC. DBA SEQUOIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.R.S., INC. DBA SEQUOIA 401(K) DEFERRED SAVINGS PLAN, C.R.S., INC. DBA SEQUOIA

C.R.S., INC. DBA SEQUOIAEIN 95-3868884Plan #001PY 2015

3415 MICHELSON DRIVE - IRVINE, CA 92715949-786-5542

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$712K

No prior year

Total participants

No prior year

Average account balance

$39,534

No prior year

Annual return

3.08%

No prior year

Benchmarks

See 5,117 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort5,117 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.69M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

48.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+6.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$206

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 codes2E2J3D

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.
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

0 tripped

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

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

$39,534

$140,578-71.9%

$100,671-60.7%

$125,389-68.5%

Participation rate

100.0%

80.4%+19.6pp

70.7%+29.3pp

83.2%+16.8pp

Annual return

3.08%

24.67%-21.6pp

20.43%-17.3pp

282.24%-279.2pp

Employer contribution / active EE

$5,965-100.0%

$4,012-100.0%

$4,866-100.0%

Participant deferral / active EE

$2,207

$3,981-44.6%

$3,144-29.8%

$5,352-58.8%

Admin fee / account holder

$6,716-100.0%

$4,850-100.0%

$9,541-100.0%

C.R.S., INC. DBA SEQUOIA 401(K) DEFERRED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

C.R.S., INC. DBA SEQUOIA 401(K) DEFERRED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion