Retirement plan

CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN

Name: CALLAHAN & NANNINI QUARRY, INC. - CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: CALLAHAN & NANNINI QUARRY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN, CALLAHAN & NANNINI QUARRY, INC.

CALLAHAN & NANNINI QUARRY, INC.EIN 14-1652834Plan #001PY 2017

276 CLOVE ROAD - SALISBURY MILLS, NY 12577845-562-0640

Other plans on this EIN

1 filing

#002Retirement-$1.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.7M

+18.7% from 2016

Total participants

+17.1% from 2016

Average account balance

$113,953

+1.3% from 2016

Annual return

12.69%

+8.00 pp from 2016

Benchmarks

See 849 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants25-99

Cohort849 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.46M

Not enough data

1 years with asset history on file

Average account balance

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

$338K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$351K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

-2.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16800

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$94K

$3125 / participant

Other / not subdivided$94K100.0%

% of EOY assets

2.007%

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

$113,953

$79,557+43.2%

$118,746-4.0%

$70,126+62.5%

Participation rate

100.0%

71.4%+28.6pp

78.3%+21.7pp

69.5%+30.5pp

Annual return

12.69%

25.64%-13.0pp

24.54%-11.8pp

73.15%-60.5pp

Employer contribution / active EE

$7,033

$2,861+145.8%

$4,193+67.7%

$2,343+200.2%

Participant deferral / active EE

$2,837

$4,089-30.6%

$5,332-46.8%

$3,332-14.9%

Admin fee / account holder

$2,287

$5,374-57.5%

$10,720-78.7%

$4,645-50.8%

CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALLAHAN & NANNINI QUARRY, INC. 401K 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