Retirement plan

DIVERSIFIED CONSTRUCTION GROUP, LLC 401(K) PROFIT SHARING PLAN

Name: DIVERSIFIED CONSTRUCTION GROUP, LLC - DIVERSIFIED CONSTRUCTION GROUP, LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: DIVERSIFIED CONSTRUCTION GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIVERSIFIED CONSTRUCTION GROUP, LLC 401(K) PROFIT SHARING PLAN, DIVERSIFIED CONSTRUCTION GROUP, LLC

DIVERSIFIED CONSTRUCTION GROUP, LLCEIN 26-4606741Plan #001PY 2019

350 WEST CUMMINGS PARK - WOBURN, MA 01801781-569-0167LinkedIn501-1000 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$399K

+22.7% from 2018

Total participants

0.0% from 2018

Average account balance

$199,365

+22.7% from 2018

Annual return

8.17%

+7.67 pp from 2018

Benchmarks

See 40,731 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,731 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$648K

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+8.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37810

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 codes2E2F2J2R3D

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$199,365

$107,363+85.7%

$92,909+114.6%

$152,897+30.4%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

8.17%

145.63%-137.5pp

109.44%-101.3pp

345.43%-337.3pp

Employer contribution / active EE

$4,687

$4,222+11.0%

$3,653+28.3%

$4,764-1.6%

Participant deferral / active EE

$18,880

$4,848+289.5%

$4,238+345.5%

$5,851+222.7%

Admin fee / account holder

$7,082-100.0%

$5,795-100.0%

$11,599-100.0%

DIVERSIFIED CONSTRUCTION GROUP, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DIVERSIFIED CONSTRUCTION GROUP, LLC 401(K) PROFIT SHARING 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