Retirement plan

ADAMS & RUXTON CONSTRUCTION COMPANY 401(K) PLAN AND TRUST

Name: ADAMS & RUXTON CONSTRUCTION COMPANY - ADAMS & RUXTON CONSTRUCTION COMPANY 401(K) PLAN AND TRUST (2018) Form 5500
Creator: ADAMS & RUXTON CONSTRUCTION COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADAMS & RUXTON CONSTRUCTION COMPANY 401(K) PLAN AND TRUST, ADAMS & RUXTON CONSTRUCTION COMPANY

ADAMS & RUXTON CONSTRUCTION COMPANYEIN 04-1015740Plan #001PY 2018

P.O. BOX 390 - WEST SPRINGFIELD, MA 01090413-734-2138adamsruxton.comLinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+7.1% from 2017

Total participants

0.0% from 2017

Average account balance

$228,496

+7.1% from 2017

Annual return

-5.77%

-25.25 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$30

$10 / participant

Other / not subdivided$30100.0%

% of EOY assets

0.003%

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

$228,496

$97,732+133.8%

$83,831+172.6%

$135,380+68.8%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-5.77%

1287.56%-1293.3pp

850.99%-856.8pp

519.81%-525.6pp

Employer contribution / active EE

$27,815

$4,222+558.8%

$3,631+666.0%

$4,779+482.0%

Participant deferral / active EE

$17,853

$4,683+281.3%

$4,082+337.4%

$5,609+218.3%

Admin fee / account holder

$6,675-99.9%

$5,479-99.9%

$10,828-99.9%

ADAMS & RUXTON CONSTRUCTION COMPANY 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADAMS & RUXTON CONSTRUCTION COMPANY 401(K) PLAN AND TRUST

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