Retirement plan

EMPLOYEE BENEFIT PLAN OF STAVENS BROTHERS, INC.

Name: STAVENS BROTHERS, INC. - EMPLOYEE BENEFIT PLAN OF STAVENS BROTHERS, INC. (2019) Form 5500
Creator: STAVENS BROTHERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF STAVENS BROTHERS, INC., STAVENS BROTHERS, INC.

STAVENS BROTHERS, INC.EIN 06-0808712Plan #003PY 2019

PO BOX 406 - WILLINGTON, CT 062790406860-429-5158LinkedIn1-10 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.1M

+13.5% from 2018

Total participants

+12.5% from 2018

Average account balance

$162,234

+13.5% from 2018

Annual return

10.85%

+13.66 pp from 2018

Benchmarks

See 40,726 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,726 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.50M

Not enough data

1 years with asset history on file

Average account balance

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

$301K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+23.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46056

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 codes2F2G2T3D

Plan features

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$96

$12 / participant

Other / not subdivided$96100.0%

% of EOY assets

0.008%

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

$162,234

$107,368+51.1%

$92,915+74.6%

$152,909+6.1%

Participation rate

75.0%

79.8%-4.8pp

76.0%-1.0pp

82.5%-7.5pp

Annual return

10.85%

145.64%-134.8pp

109.45%-98.6pp

345.46%-334.6pp

Employer contribution / active EE

$1,084

$4,222-74.3%

$3,653-70.3%

$4,764-77.3%

Participant deferral / active EE

$2,122

$4,848-56.2%

$4,238-49.9%

$5,851-63.7%

Admin fee / account holder

$14

$7,082-99.8%

$5,796-99.8%

$11,601-99.9%

EMPLOYEE BENEFIT PLAN OF STAVENS BROTHERS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF STAVENS BROTHERS, INC.

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