Retirement plan

COMMERCIAL ROOFING SYSTEMS INC. RETIREMENT SAVINGS PLAN

Name: COMMERCIAL ROOFING SYSTEMS, INC. - COMMERCIAL ROOFING SYSTEMS INC. RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: COMMERCIAL ROOFING SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMERCIAL ROOFING SYSTEMS INC. RETIREMENT SAVINGS PLAN, COMMERCIAL ROOFING SYSTEMS, INC.

COMMERCIAL ROOFING SYSTEMS, INC.EIN 95-4266255Plan #001PY 2017

11735 GOLDRING - ARCADIA, CA 91006626-359-5354

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$387K

+36.1% from 2016

Total participants

+28.6% from 2016

Average account balance

$48,350

+19.1% from 2016

Annual return

17.47%

+12.45 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+8.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$461

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 codes2E2F2G2J3D

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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$279 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.433%

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

$48,350

$106,008-54.4%

$92,240-47.6%

$147,586-67.2%

Participation rate

83.3%

80.4%+2.9pp

76.5%+6.9pp

82.8%+0.5pp

Annual return

17.47%

50.05%-32.6pp

176.29%-158.8pp

578.59%-561.1pp

Employer contribution / active EE

$7,884

$4,333+81.9%

$3,680+114.3%

$4,876+61.7%

Participant deferral / active EE

$961

$4,478-78.6%

$3,897-75.4%

$5,439-82.3%

Admin fee / account holder

$209

$6,333-96.7%

$5,194-96.0%

$10,886-98.1%

COMMERCIAL ROOFING SYSTEMS INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMERCIAL ROOFING SYSTEMS INC. 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