Retirement plan

BROWN AND ROOT HOURLY EMPLOYEES 401K PLAN

Name: KELLOGG BROWN & ROOT, LLC - BROWN AND ROOT HOURLY EMPLOYEES 401K PLAN (2016) Form 5500
Creator: KELLOGG BROWN & ROOT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWN AND ROOT HOURLY EMPLOYEES 401K PLAN, KELLOGG BROWN & ROOT, LLC

KELLOGG BROWN & ROOT, LLCEIN 20-3897734Plan #010PY 2016

601 JEFFERERSON AVE., SUITE 2916 - HOUSTON, TX 770027900713-753-8060LinkedIn11-50 employeesconstruction

Other plans on this EIN

4 filings

#007Retirement-$2.04B assets #003Retirement-$48.4M assets #001Retirement-$20.0M assets #012Retirement--

Prospect flagsLow assets / participantWind-down / frozen

How to read this page

Total assets (EOY)

$1.5M

-0.1% from 2016

Total participants

138

+4.3% from 2016

Average account balance

$10,902

-4.3% from 2016

Annual return

7.79%

-8.37 pp from 2016

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

$1.65M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9691

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

Top 1 by compensation

Provider	Service type	Compensation
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729	Contract Administrator; Claims proces...	$15,598

Plan features & details

Pension benefit codes2E2F2G2J3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$17K

Investment mgmt$4502.6%
Contract admin$17K97.4%

% of EOY assets

1.141%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MELTON & MELTON, LLP
Auditor EIN: 741550819
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,902

$99,345-89.0%

$84,753-87.1%

$273,973-96.0%

Participation rate

0.0%

80.7%-80.7pp

76.6%-76.6pp

83.0%-83.0pp

Annual return

7.79%

22.93%-15.1pp

22.78%-15.0pp

41.46%-33.7pp

Employer contribution / active EE

$4,214-100.0%

$3,574-100.0%

$4,869-100.0%

Participant deferral / active EE

$4,270-100.0%

$3,712-100.0%

$5,287-100.0%

Admin fee / account holder

$124

$6,645-98.1%

$5,333-97.7%

$10,133-98.8%

Provider

Service type

Compensation

EMPLOYEE FIDUCIARY, LLC2+ years

Filed as: EMPLOYEE INCENTIVE PLANS, INC.

Service code 12

12466 LOS INDIOS TRAIL · AUSTIN, TX 78729

Contract Administrator; Claims proces...

$15,598

BROWN AND ROOT HOURLY EMPLOYEES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROWN AND ROOT HOURLY EMPLOYEES 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