Retirement plan

CARLYLE CONSTRUCTION CORPORATION 401(K) PROFIT-SHARING PLAN

Name: CARLYLE CONSTRUCTION CORPORATION - CARLYLE CONSTRUCTION CORPORATION 401(K) PROFIT-SHARING PLAN (2016) Form 5500
Creator: CARLYLE CONSTRUCTION CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARLYLE CONSTRUCTION CORPORATION 401(K) PROFIT-SHARING PLAN, CARLYLE CONSTRUCTION CORPORATION

CARLYLE CONSTRUCTION CORPORATIONEIN 13-2624022Plan #002PY 2016

340 EAST 46TH STREET - NEW YORK, NY 10017212-682-7300carlyleconstruction.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+11.3% from 2015

Total participants

0.0% from 2015

Average account balance

$104,934

+16.1% from 2015

Annual return

5.31%

+4.93 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.29M

Not enough data

1 years with asset history on file

Average account balance

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

$204K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$207K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+9.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$728

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 codes2E2F2J2T3D

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).
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

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

$59K

$3097 / participant

Other / not subdivided$59K100.0%

% of EOY assets

2.438%

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

$104,934

$99,345+5.6%

$84,753+23.8%

$273,972-61.7%

Participation rate

84.2%

80.7%+3.5pp

76.6%+7.6pp

83.0%+1.2pp

Annual return

5.31%

22.93%-17.6pp

22.78%-17.5pp

41.46%-36.1pp

Employer contribution / active EE

$2,687

$4,214-36.2%

$3,574-24.8%

$4,869-44.8%

Participant deferral / active EE

$7,230

$4,270+69.3%

$3,712+94.8%

$5,287+36.7%

Admin fee / account holder

$2,558

$6,645-61.5%

$5,333-52.0%

$10,133-74.8%

CARLYLE CONSTRUCTION CORPORATION 401(K) PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARLYLE CONSTRUCTION CORPORATION 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