Retirement plan

PARKER & HAMMOND CONSTRUCTION, LLC 401(K) PLAN

Name: PARKER & HAMMOND CONSTRUCTION, LLC - PARKER & HAMMOND CONSTRUCTION, LLC 401(K) PLAN (2017) Form 5500
Creator: PARKER & HAMMOND CONSTRUCTION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARKER & HAMMOND CONSTRUCTION, LLC 401(K) PLAN, PARKER & HAMMOND CONSTRUCTION, LLC

PARKER & HAMMOND CONSTRUCTION, LLCEIN 14-1807166Plan #001PY 2017

24 SILVER CIRCLE - QUEENSBURY, NY 12804518-793-3220

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$449K

+124.4% from 2016

Total participants

0.0% from 2016

Average account balance

$37,430

+124.4% from 2016

Annual return

16.39%

+16.39 pp from 2016

Benchmarks

See 37,232 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,232 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.87M

Not enough data

1 years with asset history on file

Average account balance

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

$318K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$231K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+17.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$616

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 codes2E2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$200

$18 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.045%

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

$37,430

$106,001-64.7%

$92,235-59.4%

$147,585-74.6%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

16.39%

50.05%-33.7pp

176.28%-159.9pp

578.56%-562.2pp

Employer contribution / active EE

$12,004

$4,333+177.0%

$3,679+226.2%

$4,876+146.2%

Participant deferral / active EE

$7,645

$4,478+70.7%

$3,897+96.2%

$5,439+40.6%

Admin fee / account holder

$17

$6,332-99.7%

$5,194-99.7%

$10,885-99.8%

PARKER & HAMMOND CONSTRUCTION, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARKER & HAMMOND CONSTRUCTION, LLC 401(K) 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