Retirement plan

JOES BRIDGE AND GRADING, INC DAVIS BACON 401K PLAN

Name: JOES BRIDGE AND GRADING INC - JOES BRIDGE AND GRADING, INC DAVIS BACON 401K PLAN (2016) Form 5500
Creator: JOES BRIDGE AND GRADING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOES BRIDGE AND GRADING, INC DAVIS BACON 401K PLAN, JOES BRIDGE AND GRADING INC

JOES BRIDGE AND GRADING INCEIN 20-1998434Plan #001PY 2016

31 PINE CONE ROAD - POPLAR BLUFF, MO 63901573-785-7669LinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+30.9% from 2015

Total participants

+22.6% from 2015

Average account balance

$35,673

+18.2% from 2015

Annual return

6.42%

+6.03 pp from 2015

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$396K

Not enough data

1 years with asset history on file

Average account balance

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

$5K

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.

260.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$780

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

$25K

$1001 / participant

Other / not subdivided$25K100.0%

% of EOY assets

2.264%

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

$35,673

$56,894-37.3%

$84,753-57.9%

$62,881-43.3%

Participation rate

72.0%

68.5%+3.5pp

76.6%-4.6pp

69.3%+2.7pp

Annual return

6.42%

6.30%+0.1pp

22.78%-16.4pp

20.14%-13.7pp

Employer contribution / active EE

$7,765

$2,400+223.6%

$3,574+117.2%

$2,281+240.4%

Participant deferral / active EE

$1,487

$2,709-45.1%

$3,712-59.9%

$3,203-53.6%

Admin fee / account holder

$808

$3,581-77.4%

$5,333-84.9%

$4,296-81.2%

JOES BRIDGE AND GRADING, INC DAVIS BACON 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOES BRIDGE AND GRADING, INC DAVIS BACON 401K 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