Retirement plan

C&R DIRECTIONAL BORING, LLC 401(K) PROFIT SHARING PLAN

Name: C&R DIRECTIONAL BORING, LLC - C&R DIRECTIONAL BORING, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: C&R DIRECTIONAL BORING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C&R DIRECTIONAL BORING, LLC 401(K) PROFIT SHARING PLAN, C&R DIRECTIONAL BORING, LLC

C&R DIRECTIONAL BORING, LLCEIN 26-1553378Plan #001PY 2017

3725 WILLIAMS ROAD - CLEARFIELD, PA 16830814-577-6010LinkedIn11-50 employeesconstruction

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$111K

+216.3% from 2016

Total participants

+73.7% from 2016

Average account balance

$4,606

+110.9% from 2016

Annual return

26.84%

+26.84 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.82M

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.

131.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$275K

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

+15.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1415

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$176 / participant

Other / not subdivided$5K100.0%

% of EOY assets

4.784%

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

$4,606

$63,346-92.7%

$92,239-95.0%

$70,124-93.4%

Participation rate

70.0%

68.7%+1.3pp

76.5%-6.5pp

69.5%+0.5pp

Annual return

26.84%

530.19%-503.4pp

176.29%-149.5pp

73.14%-46.3pp

Employer contribution / active EE

$2,276

$2,471-7.9%

$3,680-38.1%

$2,342-2.8%

Participant deferral / active EE

$104

$2,854-96.4%

$3,897-97.3%

$3,332-96.9%

Admin fee / account holder

$220

$3,841-94.3%

$5,194-95.8%

$4,645-95.3%

C&R DIRECTIONAL BORING, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C&R DIRECTIONAL BORING, LLC 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