Retirement plan

CREST MANAGEMENT CO INC 401K PROFIT SHARING PLAN & TRUST

Name: CREST MANAGEMENT CO INC 401K PROFIT SHARING PLAN & TRUST - CREST MANAGEMENT CO INC 401K PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: CREST MANAGEMENT CO INC 401K PROFIT SHARING PLAN & TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CREST MANAGEMENT CO INC 401K PROFIT SHARING PLAN & TRUST, CREST MANAGEMENT CO INC 401K PROFIT SHARING PLAN & TRUST

CREST MANAGEMENT CO INC 401K PROFIT SHARING PLAN & TRUSTdba CREST MANAGEMENT CO INC 401K PROFIT SHARING PLAN & TRUSTEIN 02-0691442Plan #001PY 2016

3399 S COUNTY TRL STE 2 TTL - EAST GREENWICH, RI 028181445401-398-8366

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$44K

+10.7% from 2015

Total participants

+50.0% from 2015

Average account balance

$44,061

+10.7% from 2015

Annual return

5.67%

+7.43 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$634K

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

43.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+17.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$608

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$44,061

$99,345-55.6%

$84,753-48.0%

$273,972-83.9%

Participation rate

0.0%

80.7%-80.7pp

76.6%-76.6pp

83.0%-83.0pp

Annual return

5.67%

22.93%-17.3pp

22.78%-17.1pp

41.46%-35.8pp

Employer contribution / active EE

$4,214-100.0%

$3,574-100.0%

$4,869-100.0%

Participant deferral / active EE

$4,966

$4,270+16.3%

$3,712+33.8%

$5,287-6.1%

Admin fee / account holder

$6,645-100.0%

$5,333-100.0%

$10,133-100.0%

CREST MANAGEMENT CO INC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CREST MANAGEMENT CO INC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion