Retirement plan

CYBERPOWER INC. 401(K) PLAN

Name: CYBERPOWER INC. - CYBERPOWER INC. 401(K) PLAN (2019) Form 5500
Creator: CYBERPOWER INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CYBERPOWER INC. 401(K) PLAN, CYBERPOWER INC.

CYBERPOWER INC.EIN 95-4674036Plan #001PY 2019

730 BALDWIN PARK BOULEVARD - CITY OF INDUSTRY, CA 91746626-813-7730

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$3.8M

+55.9% from 2018

Total participants

203

+5.2% from 2018

Average account balance

$21,599

+39.0% from 2018

Annual return

25.36%

+32.39 pp from 2018

Benchmarks

See 2,363 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,363 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.63M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

232

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.

85.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$505

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
1ST SOURCE BANK2 years Filed as: 1ST GLOBAL ADVISORS, INC. Service code 27 PO BOX 743248 · DALLAS, TX 75374	Advisory (Plan)	$32,562
THE VANGUARD GROUP, INC.1 year Service code 63	12b-1 Fees	$13,210

Plan features & details

Pension benefit codes2F2G2J3D

Plan features

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$45K

$270 / participant

Other / not subdivided$45K100.0%

% of EOY assets

1.179%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: THONG, YU, WONG & LEE, LLP
Auditor EIN: 710899369
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,599

$86,341-75.0%

$125,195-82.7%

$65,186-66.9%

Participation rate

83.0%

75.3%+7.7pp

79.8%+3.2pp

70.2%+12.8pp

Annual return

25.36%

27.44%-2.1pp

43.79%-18.4pp

29.39%-4.0pp

Employer contribution / active EE

$1,972

$2,040-3.3%

$3,866-49.0%

$2,177-9.4%

Participant deferral / active EE

$3,203

$3,538-9.5%

$4,937-35.1%

$3,514-8.9%

Admin fee / account holder

$255

$609-58.2%

$9,704-97.4%

$847-69.9%

Provider

Service type

Compensation

1ST SOURCE BANK2 years

Filed as: 1ST GLOBAL ADVISORS, INC.

Service code 27

PO BOX 743248 · DALLAS, TX 75374

Advisory (Plan)

$32,562

THE VANGUARD GROUP, INC.1 year

Service code 63

12b-1 Fees

$13,210

CYBERPOWER INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CYBERPOWER INC. 401(K) 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