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 (2016) 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 2016

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$717K

+0.8% from 2015

Total participants

-5.6% from 2015

Average account balance

$42,205

+6.8% from 2015

Annual return

2.30%

-0.78 pp from 2015

Benchmarks

See 6,152 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,152 peers

Snapshot2016

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

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

$63K

$3727 / participant

Other / not subdivided$63K100.0%

% of EOY assets

8.832%

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

$42,205

$153,311-72.5%

$109,313-61.4%

$273,972-84.6%

Participation rate

100.0%

80.1%+19.9pp

71.3%+28.7pp

83.0%+17.0pp

Annual return

2.30%

29.86%-27.6pp

22.07%-19.8pp

41.46%-39.2pp

Employer contribution / active EE

$5,619-100.0%

$3,892-100.0%

$4,869-100.0%

Participant deferral / active EE

$3,111

$3,932-20.9%

$3,166-1.7%

$5,287-41.2%

Admin fee / account holder

$3,727

$8,076-53.8%

$5,666-34.2%

$10,133-63.2%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

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