Retirement plan

COLIM 401(K) PLAN

Name: CITY OF LONDON U.S. SERVICES LTD - COLIM 401(K) PLAN (2017) Form 5500
Creator: CITY OF LONDON U.S. SERVICES LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLIM 401(K) PLAN, CITY OF LONDON U.S. SERVICES LTD

CITY OF LONDON U.S. SERVICES LTDEIN 98-0188188Plan #001PY 2017

1125 AIRPORT ROAD - COATESVILLE, PA 193205803610-380-2118

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.7M

+31.2% from 2016

Total participants

+3.9% from 2016

Average account balance

$136,043

+23.2% from 2016

Annual return

17.82%

+17.15 pp from 2016

Benchmarks

See 7,574 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,574 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.30M

Not enough data

1 years with asset history on file

Average account balance

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

$333K

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.

126.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+11.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36419

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$39K

$839 / participant

Other / not subdivided$39K100.0%

% of EOY assets

0.592%

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

$136,043

$100,060+36.0%

$149,721-9.1%

$70,126+94.0%

Participation rate

91.5%

83.6%+7.9pp

87.1%+4.4pp

69.5%+21.9pp

Annual return

17.82%

27.46%-9.6pp

1501.67%-1483.9pp

73.15%-55.3pp

Employer contribution / active EE

$10,984

$3,661+200.0%

$5,444+101.7%

$2,343+368.9%

Participant deferral / active EE

$4,327

$4,982-13.2%

$6,568-34.1%

$3,332+29.9%

Admin fee / account holder

$805

$8,285-90.3%

$11,282-92.9%

$4,645-82.7%

COLIM 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLIM 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