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 (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$592K

+13.3% from 2018

Total participants

+3.4% from 2018

Average account balance

$19,733

+9.5% from 2018

Annual return

17.71%

+27.34 pp from 2018

Benchmarks

See 7,789 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,789 peers

Snapshot2019

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

$87K

$8663 / participant

Other / not subdivided$87K100.0%

% of EOY assets

14.634%

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

$19,733

$117,426-83.2%

$99,470-80.2%

$152,885-87.1%

Participation rate

100.0%

77.5%+22.5pp

73.8%+26.2pp

82.5%+17.5pp

Annual return

17.71%

31.87%-14.2pp

30.72%-13.0pp

345.39%-327.7pp

Employer contribution / active EE

$1,724

$3,014-42.8%

$2,540-32.1%

$4,763-63.8%

Participant deferral / active EE

$4,329

$4,086+5.9%

$3,619+19.6%

$5,851-26.0%

Admin fee / account holder

$2,888

$7,634-62.2%

$6,252-53.8%

$11,598-75.1%

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