Retirement plan

KUKURIN CONTRACTING, INC. PREVAILING WAGE PLAN

Name: KUKURIN CONTRACTING, INC. - KUKURIN CONTRACTING, INC. PREVAILING WAGE PLAN (2017) Form 5500
Creator: KUKURIN CONTRACTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KUKURIN CONTRACTING, INC. PREVAILING WAGE PLAN, KUKURIN CONTRACTING, INC.

KUKURIN CONTRACTING, INC.EIN 25-1396122Plan #001PY 2017

1169 ROUTE 286 - EXPORT, PA 15632724-352-2136kukurin.comLinkedIn1-10 employeesconstruction

Other plans on this EIN

1 filing

#005Retirement-$5.0M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$10.9M

+19.8% from 2016

Total participants

132

+1.5% from 2016

Average account balance

$83,397

+16.1% from 2016

Annual return

16.43%

+11.89 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$16.10M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

100

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.

97.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$706K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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)

$694

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

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 11 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$6,706
EDWARD JONES1 year Service code 27 · EIN 43-0345811	Advisory (Plan)	$5,020
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
ENVESTNET RETIREMENT SOLUTIONS, LLC1 year Service code 28 · EIN 61-1732930	Investment Management	$0
LEGG MASON1 year Service code 52 · EIN 52-1200960	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT1 year Service code 52 · EIN 04-3287965	Indirect Investment Fees	$0
NATIXIS FUNDS1 year Service code 52 · EIN 04-3113285	Indirect Investment Fees	$0
NORTHERN FUNDS1 year Service code 52 · EIN 39-1777365	Indirect Investment Fees	$0
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-2264646	Indirect Investment Fees	$0
THORNBURG1 year Service code 52 · EIN 85-0451747	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2A2F2G3D2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$89 / participant

Investment mgmt$9K79.4%
Contract admin$2K19.5%
Other / not subdivided$1251.1%

% of EOY assets

0.107%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HERBEIN AND COMPANY, INC.
Auditor EIN: 232415973
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,397

$58,726+42.0%

$92,233-9.6%

$62,292+33.9%

Participation rate

99.2%

68.3%+30.9pp

76.5%+22.8pp

69.5%+29.7pp

Annual return

16.43%

43.62%-27.2pp

176.28%-159.8pp

28.90%-12.5pp

Employer contribution / active EE

$2,392-100.0%

$3,679-100.0%

$2,042-100.0%

Participant deferral / active EE

$8,164

$2,766+195.2%

$3,897+109.5%

$3,169+157.6%

Admin fee / account holder

$90

$556-83.9%

$5,194-98.3%

$479-81.3%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$6,706

EDWARD JONES1 year

Service code 27 · EIN 43-0345811

Advisory (Plan)

$5,020

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1411037

Indirect Investment Fees

ENVESTNET RETIREMENT SOLUTIONS, LLC1 year

Service code 28 · EIN 61-1732930

Investment Management

LEGG MASON1 year

Service code 52 · EIN 52-1200960

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT1 year

Service code 52 · EIN 04-3287965

Indirect Investment Fees

NATIXIS FUNDS1 year

Service code 52 · EIN 04-3113285

Indirect Investment Fees

NORTHERN FUNDS1 year

Service code 52 · EIN 39-1777365

Indirect Investment Fees

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE

Service code 52 · EIN 52-2264646

Indirect Investment Fees

THORNBURG1 year

Service code 52 · EIN 85-0451747

Indirect Investment Fees

KUKURIN CONTRACTING, INC. PREVAILING WAGE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KUKURIN CONTRACTING, INC. PREVAILING WAGE 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