Retirement plan

TUNA CONSTRUCTION LLC RETIREMENT PLAN

Name: TUNA CONSTRUCTION LLC - TUNA CONSTRUCTION LLC RETIREMENT PLAN (2015) Form 5500
Creator: TUNA CONSTRUCTION LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TUNA CONSTRUCTION LLC RETIREMENT PLAN, TUNA CONSTRUCTION LLC

TUNA CONSTRUCTION LLCEIN 06-1791352Plan #001PY 2015

2420 DAWSON ST SUITE A - KENNER, LA 70062504-305-2249tunaconstruction.comLinkedIn11-50 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$407K

No prior year

Total participants

No prior year

Average account balance

$50,853

No prior year

Annual return

-2.35%

No prior year

Benchmarks

See 30,163 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,163 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.70M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

141.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1544

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 codes2E2F2G2J2T3D

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.
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

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

$259 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.446%

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

$50,853

$87,544-41.9%

$75,784-32.9%

$125,388-59.4%

Participation rate

71.4%

80.2%-8.7pp

75.8%-4.4pp

83.2%-11.8pp

Annual return

-2.35%

13.49%-15.8pp

9.68%-12.0pp

282.24%-284.6pp

Employer contribution / active EE

$1,147

$3,930-70.8%

$3,323-65.5%

$4,866-76.4%

Participant deferral / active EE

$11,746

$4,229+177.7%

$3,652+221.7%

$5,352+119.5%

Admin fee / account holder

$227

$6,502-96.5%

$5,300-95.7%

$9,541-97.6%

TUNA CONSTRUCTION LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TUNA CONSTRUCTION LLC 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