Retirement plan

COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Name: COLLEGE STORE ENTERPRISES, INC. - COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: COLLEGE STORE ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN, COLLEGE STORE ENTERPRISES, INC.

COLLEGE STORE ENTERPRISES, INC.EIN 95-3936173Plan #001PY 2018

2740 EAST REGAL PARK DRIVE - ANAHEIM, CA 92806323-526-7110LinkedIn11-50 employeespublishing

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$522K

-5.3% from 2017

Total participants

-12.1% from 2017

Average account balance

$18,016

-2.0% from 2017

Annual return

-9.63%

-11.86 pp from 2017

Benchmarks

See 7,521 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$157K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18668

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 codes2J3D

Plan features

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

$49K

$4431 / participant

Other / not subdivided$49K100.0%

% of EOY assets

9.329%

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

$18,016

$107,809-83.3%

$90,657-80.1%

$135,379-86.7%

Participation rate

100.0%

78.0%+22.0pp

74.0%+26.0pp

82.6%+17.4pp

Annual return

-9.63%

-0.90%-8.7pp

1.89%-11.5pp

519.79%-529.4pp

Employer contribution / active EE

$2,409

$3,018-20.2%

$2,532-4.9%

$4,779-49.6%

Participant deferral / active EE

$3,614

$3,872-6.7%

$3,424+5.5%

$5,609-35.6%

Admin fee / account holder

$1,681

$5,931-71.7%

$4,994-66.3%

$10,828-84.5%

COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLLEGE STORE ENTERPRISES, INC. 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