Retirement plan

MOSITES CONSTRUCTION COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN

Name: MOSITES CONSTRUCTION COMPANY - MOSITES CONSTRUCTION COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: MOSITES CONSTRUCTION COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOSITES CONSTRUCTION COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN, MOSITES CONSTRUCTION COMPANY

MOSITES CONSTRUCTION COMPANYEIN 25-1100215Plan #002PY 2017

4839 CAMPBELLS RUN ROAD - PITTSBURGH, PA 15205412-923-2255

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.7M

+12.3% from 2016

Total participants

+6.7% from 2016

Average account balance

$194,297

+10.4% from 2016

Annual return

14.95%

+9.56 pp from 2016

Benchmarks

See 14,320 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,320 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$18.30M

Not enough data

1 years with asset history on file

Average account balance

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

$310K

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

$1.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+17.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23585

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

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

$1.0M

$18850 / participant

Other / not subdivided$1M100.0%

% of EOY assets

8.731%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$194,297

$63,346+206.7%

$92,233+110.7%

$70,131+177.0%

Participation rate

92.6%

68.7%+23.9pp

76.5%+16.1pp

69.5%+23.1pp

Annual return

14.95%

530.12%-515.2pp

176.28%-161.3pp

73.14%-58.2pp

Employer contribution / active EE

$7,398

$2,471+199.4%

$3,679+101.1%

$2,342+215.8%

Participant deferral / active EE

$6,252

$2,854+119.1%

$3,897+60.4%

$3,332+87.7%

Admin fee / account holder

$16,965

$3,840+341.8%

$5,194+226.7%

$4,645+265.2%

MOSITES CONSTRUCTION COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOSITES CONSTRUCTION COMPANY EMPLOYEES 401(K) PROFIT SHARING 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