Retirement plan

CAPITAL BUILDING & DESIGN, INC RETIREMENT PLAN

Name: CAPITAL BUILDING & DESIGN INC. - CAPITAL BUILDING & DESIGN, INC RETIREMENT PLAN (2017) Form 5500
Creator: CAPITAL BUILDING & DESIGN INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL BUILDING & DESIGN, INC RETIREMENT PLAN, CAPITAL BUILDING & DESIGN INC.

CAPITAL BUILDING & DESIGN INC.EIN 04-3554289Plan #001PY 2017

585 MILFORD RD - SWANSEA, MA 02777508-677-1787capitalbuildinganddesign.comLinkedIn11-50 employees

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+21.2% from 2016

Total participants

+3.4% from 2016

Average account balance

$48,815

+21.2% from 2016

Annual return

17.97%

+11.59 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

170.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$837

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

+18.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$115

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$48,815

$106,008-54.0%

$92,240-47.1%

$147,586-66.9%

Participation rate

63.6%

80.4%-16.8pp

76.5%-12.8pp

82.8%-19.2pp

Annual return

17.97%

50.05%-32.1pp

176.29%-158.3pp

578.59%-560.6pp

Employer contribution / active EE

$4,333-100.0%

$3,680-100.0%

$4,876-100.0%

Participant deferral / active EE

$1,293

$4,478-71.1%

$3,897-66.8%

$5,439-76.2%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,886-100.0%

CAPITAL BUILDING & DESIGN, INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAPITAL BUILDING & DESIGN, INC RETIREMENT PLAN

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