Retirement plan

EMPLOYEE BENEFIT PLAN OF TRI-STATE CUT STONE AND BRICK CO.

Name: TRI-STATE CUT STONE AND BRICK CO. - EMPLOYEE BENEFIT PLAN OF TRI-STATE CUT STONE AND BRICK CO. (2018) Form 5500
Creator: TRI-STATE CUT STONE AND BRICK CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF TRI-STATE CUT STONE AND BRICK CO., TRI-STATE CUT STONE AND BRICK CO.

TRI-STATE CUT STONE AND BRICK CO.EIN 20-1308702Plan #001PY 2018

10333 VANS DR - FRANKFORT, IL 604238547815-469-7550stone-brick.comLinkedIn11-50 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$857K

+3.8% from 2017

Total participants

+5.0% from 2017

Average account balance

$42,847

-1.4% from 2017

Annual return

-8.43%

-24.12 pp from 2017

Benchmarks

See 8,254 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,254 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$580

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 codes2F2T3D

Plan features

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).
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$196

$12 / participant

Other / not subdivided$196100.0%

% of EOY assets

0.023%

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

$42,847

$99,032-56.7%

$80,022-46.5%

$135,380-68.4%

Participation rate

94.1%

78.4%+15.8pp

75.8%+18.3pp

82.6%+11.5pp

Annual return

-8.43%

15.39%-23.8pp

11.22%-19.7pp

519.81%-528.2pp

Employer contribution / active EE

$1,184

$3,043-61.1%

$2,468-52.0%

$4,779-75.2%

Participant deferral / active EE

$4,765

$4,282+11.3%

$3,686+29.3%

$5,609-15.0%

Admin fee / account holder

$10

$10,436-99.9%

$6,521-99.8%

$10,828-99.9%

EMPLOYEE BENEFIT PLAN OF TRI-STATE CUT STONE AND BRICK CO.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF TRI-STATE CUT STONE AND BRICK CO.

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