Retirement plan

CONCRETE SUPPLY OF ILLINOIS HOURLY ST CLAIR COUNTY EMPLOYEES RETIREMENT PLAN

Name: CONCRETE SUPPLY, LLC - CONCRETE SUPPLY OF ILLINOIS HOURLY ST CLAIR COUNTY EMPLOYEES RETIREMENT PLAN (2019) Form 5500
Creator: CONCRETE SUPPLY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONCRETE SUPPLY OF ILLINOIS HOURLY ST CLAIR COUNTY EMPLOYEES RETIREMENT PLAN, CONCRETE SUPPLY, LLC

CONCRETE SUPPLY, LLCEIN 20-3942217Plan #003PY 2019

ONE RACEHORSE DRIVE - EAST ST. LOUIS, IL 622051001618-646-5300

Other plans on this EIN

2 filings

#001Retirement-$2.2M assets #002Retirement-$1.0M assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$672K

-0.7% from 2018

Total participants

+5.9% from 2018

Average account balance

$37,352

-6.2% from 2018

Annual return

20.30%

+26.43 pp from 2018

Benchmarks

See 8,238 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,238 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$834K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

164.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1315

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 codes2E2F2G2J2T3D3H

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.
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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$234K

$19471 / participant

Other / not subdivided$234K100.0%

% of EOY assets

34.752%

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

$37,352

$116,203-67.9%

$93,621-60.1%

$152,909-75.6%

Participation rate

100.0%

78.1%+21.9pp

75.8%+24.2pp

82.5%+17.5pp

Annual return

20.30%

35.96%-15.7pp

32.76%-12.5pp

345.46%-325.2pp

Employer contribution / active EE

$6,858

$3,219+113.0%

$2,719+152.2%

$4,764+43.9%

Participant deferral / active EE

$620

$4,605-86.5%

$4,070-84.8%

$5,851-89.4%

Admin fee / account holder

$12,980

$10,751+20.7%

$7,890+64.5%

$11,601+11.9%

CONCRETE SUPPLY OF ILLINOIS HOURLY ST CLAIR COUNTY EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONCRETE SUPPLY OF ILLINOIS HOURLY ST CLAIR COUNTY EMPLOYEES RETIREMENT 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