Retirement plan

CURTIS CONSTRUCTION COMPANY, INC. 401(K) RETIREMENT PLAN

Name: CURTIS CONSTRUCTION COMPANY, INC. - CURTIS CONSTRUCTION COMPANY, INC. 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: CURTIS CONSTRUCTION COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURTIS CONSTRUCTION COMPANY, INC. 401(K) RETIREMENT PLAN, CURTIS CONSTRUCTION COMPANY, INC.

CURTIS CONSTRUCTION COMPANY, INC.EIN 04-3425613Plan #001PY 2016

331 PAGE STREET #6 - STOUGHTON, MA 02072617-774-1999curtiscon.comLinkedIn1-10 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$789K

No prior year

Total participants

No prior year

Average account balance

$131,483

No prior year

Annual return

8.46%

No prior year

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

$3.39M

Not enough data

1 years with asset history on file

Average account balance

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

$339K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$227K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+13.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10504

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$254 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.193%

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

$131,483

$99,345+32.3%

$84,753+55.1%

$273,972-52.0%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

8.46%

22.93%-14.5pp

22.78%-14.3pp

41.46%-33.0pp

Employer contribution / active EE

$15,962

$4,214+278.8%

$3,574+346.6%

$4,869+227.9%

Participant deferral / active EE

$13,182

$4,270+208.7%

$3,712+255.1%

$5,287+149.3%

Admin fee / account holder

$254

$6,645-96.2%

$5,333-95.2%

$10,133-97.5%

CURTIS CONSTRUCTION COMPANY, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CURTIS CONSTRUCTION COMPANY, INC. 401(K) RETIREMENT 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