Retirement plan

CONNIC ENTERPRISES, INC. THE PENSION TRANSFER TRUST PLAN

Name: CONNIC ENTERPRISES, INC. - CONNIC ENTERPRISES, INC. THE PENSION TRANSFER TRUST PLAN (2016) 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 2016

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$142K

+6.0% from 2015

Total participants

+50.0% from 2015

Average account balance

$142,409

+6.0% from 2015

Annual return

5.99%

-5264.28 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

$142,409

$99,345+43.3%

$84,753+68.0%

$273,972-48.0%

Participation rate

16.7%

80.7%-64.0pp

76.6%-59.9pp

83.0%-66.3pp

Annual return

5.99%

22.93%-16.9pp

22.78%-16.8pp

41.46%-35.5pp

Employer contribution / active EE

$4,214-100.0%

$3,574-100.0%

$4,869-100.0%

Participant deferral / active EE

$4,270-100.0%

$3,712-100.0%

$5,287-100.0%

Admin fee / account holder

$6,645-100.0%

$5,333-100.0%

$10,133-100.0%

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