Retirement plan

CONNIC ENTERPRISES, INC. THE PENSION TRANSFER TRUST PLAN

Name: CONNIC ENTERPRISES, INC. - CONNIC ENTERPRISES, INC. THE PENSION TRANSFER TRUST PLAN (2015) Form 5500
Creator: CONNIC ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONNIC ENTERPRISES, INC. THE PENSION TRANSFER TRUST PLAN, CONNIC ENTERPRISES, INC.

CONNIC ENTERPRISES, INC.EIN 26-3243872Plan #001PY 2015

PO BOX 3264 - TUALATIN, OR 97062503-710-7429

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$134K

No prior year

Total participants

No prior year

Average account balance

$134,364

No prior year

Annual return

5270.26%

No prior year

Benchmarks

See 30,166 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,166 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$485K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

23.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+8.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4668

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 codes2E2F2G2T

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.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$134,364

$87,540+53.5%

$75,781+77.3%

$125,392+7.2%

Participation rate

25.0%

80.2%-55.2pp

75.8%-50.8pp

83.2%-58.2pp

Annual return

5270.26%

13.48%+5256.8pp

9.68%+5260.6pp

282.23%+4988.0pp

Employer contribution / active EE

$3,930-100.0%

$3,323-100.0%

$4,866-100.0%

Participant deferral / active EE

$4,229-100.0%

$3,651-100.0%

$5,351-100.0%

Admin fee / account holder

$6,502-100.0%

$5,299-100.0%

$9,541-100.0%

CONNIC ENTERPRISES, INC. THE PENSION TRANSFER TRUST PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CONNIC ENTERPRISES, INC. THE PENSION TRANSFER TRUST PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion