Retirement plan

UNITED FENCE AND GUARD RAIL CORP. PROFIT SHARING TRUST

Name: UNITED FENCE AND GUARD RAIL CORP. - UNITED FENCE AND GUARD RAIL CORP. PROFIT SHARING TRUST (2019) Form 5500
Creator: UNITED FENCE AND GUARD RAIL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED FENCE AND GUARD RAIL CORP. PROFIT SHARING TRUST, UNITED FENCE AND GUARD RAIL CORP.

UNITED FENCE AND GUARD RAIL CORP.EIN 11-2041798Plan #003PY 2019

19 ZORN BLVD - YAPHANK, NY 11980631-467-6677LinkedIn11-50 employeesconstruction

Other plans on this EIN

1 filing

#004Retirement-$632K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+23.3% from 2018

Total participants

+5.9% from 2018

Average account balance

$64,905

+16.5% from 2018

Annual return

25.86%

+35.57 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

$1.58M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

216.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11731

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$72K

$10222 / participant

Other / not subdivided$72K100.0%

% of EOY assets

6.125%

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

$64,905

$107,368-39.5%

$92,915-30.1%

$152,909-57.6%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

25.86%

145.64%-119.8pp

109.45%-83.6pp

345.46%-319.6pp

Employer contribution / active EE

$3,456

$4,222-18.1%

$3,653-5.4%

$4,764-27.4%

Participant deferral / active EE

$2,841

$4,848-41.4%

$4,238-33.0%

$5,851-51.4%

Admin fee / account holder

$3,975

$7,082-43.9%

$5,796-31.4%

$11,601-65.7%

UNITED FENCE AND GUARD RAIL CORP. PROFIT SHARING TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED FENCE AND GUARD RAIL CORP. PROFIT SHARING TRUST

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