Retirement plan

CONSTRUCTION & REALTY SERVICES GROUP INC 401(K) PROFIT SHARING PLAN

Name: CONSTRUCTION & REALTY SERVICES GROUP INC - CONSTRUCTION & REALTY SERVICES GROUP INC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: CONSTRUCTION & REALTY SERVICES GROUP INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONSTRUCTION & REALTY SERVICES GROUP INC 401(K) PROFIT SHARING PLAN, CONSTRUCTION & REALTY SERVICES GROUP INC

CONSTRUCTION & REALTY SERVICES GROUP INCEIN 11-3552134Plan #001PY 2018

226 EAST MERRICK ROAD - VALLEY STREAM, NY 11580516-256-0317LinkedIn201-500 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

-27.8% from 2017

Total participants

-36.4% from 2017

Average account balance

$40,800

+13.4% from 2017

Annual return

-4.72%

-77.84 pp from 2017

Benchmarks

See 3,521 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.19M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

261

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$323K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$928

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

+297.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3976

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 codes2E2F2G2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$1.1M

$17512 / participant

Other / not subdivided$1M100.0%

% of EOY assets

42.922%

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

$40,800

$56,484-27.8%

$169,452-75.9%

$64,173-36.4%

Participation rate

100.0%

64.5%+35.5pp

77.8%+22.2pp

69.6%+30.4pp

Annual return

-4.72%

-1.55%-3.2pp

1.83%-6.6pp

7.63%-12.4pp

Employer contribution / active EE

$1,616

$1,832-11.8%

$4,157-61.1%

$2,381-32.1%

Participant deferral / active EE

$2,850

$3,448-17.3%

$5,277-46.0%

$3,470-17.9%

Admin fee / account holder

$17,512

$4,174+319.5%

$9,110+92.2%

$4,887+258.3%

CONSTRUCTION & REALTY SERVICES GROUP INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONSTRUCTION & REALTY SERVICES GROUP INC 401(K) PROFIT SHARING 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