Retirement plan

S.M. HARRINGTON CONTRACTING CO., LLC 401(K) PROFIT SHARING PLAN

Name: S.M. HARRINGTON CONTRACTING CO., LLC - S.M. HARRINGTON CONTRACTING CO., LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: S.M. HARRINGTON CONTRACTING CO., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S.M. HARRINGTON CONTRACTING CO., LLC 401(K) PROFIT SHARING PLAN, S.M. HARRINGTON CONTRACTING CO., LLC

S.M. HARRINGTON CONTRACTING CO., LLCEIN 04-3398634Plan #001PY 2020

5-7 DELAWARE STREET, SUITE 5 - SALEM, NH 03079978-937-9985

Other plans on this EIN

1 filing

#002Retirement-$1.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$291K

+29.4% from 2019

Total participants

0.0% from 2019

Average account balance

$145,411

+29.4% from 2019

Annual return

13.19%

-2.82 pp from 2019

Benchmarks

See 42,037 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,037 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$487K

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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.

100.0%

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

+9.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1521

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 codes2E2J3D

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.
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

$2K

$997 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.686%

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

$145,411

$115,810+25.6%

$101,271+43.6%

$158,966-8.5%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

13.19%

56.15%-43.0pp

46.48%-33.3pp

302.95%-289.8pp

Employer contribution / active EE

$5,233

$4,175+25.3%

$3,660+43.0%

$4,762+9.9%

Participant deferral / active EE

$13,000

$4,958+162.2%

$4,371+197.4%

$5,983+117.3%

Admin fee / account holder

$997

$7,248-86.2%

$5,948-83.2%

$11,250-91.1%

S.M. HARRINGTON CONTRACTING CO., LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S.M. HARRINGTON CONTRACTING CO., LLC 401(K) PROFIT SHARING 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