Retirement plan

COORDINATED CONSTRUCTION PROJECT CONTROL SERVICES 401(K) PLAN

Name: COORDINATED CONSTRUCTION PROJECT CONTROL SERVICES - COORDINATED CONSTRUCTION PROJECT CONTROL SERVICES 401(K) PLAN (2017) Form 5500
Creator: COORDINATED CONSTRUCTION PROJECT CONTROL SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COORDINATED CONSTRUCTION PROJECT CONTROL SERVICES 401(K) PLAN, COORDINATED CONSTRUCTION PROJECT CONTROL SERVICES

COORDINATED CONSTRUCTION PROJECT CONTROL SERVICESEIN 27-1699196Plan #001PY 2017

ONE LINCOLN CENTRE, 18W140 BUTTERFIELD RD 15TH FLOOR - OAKBROOK TERRACE, IL 60181630-613-7170coordcpcs.comLinkedIn1-10 employeesconstruction

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$523K

+75.5% from 2016

Total participants

+18.8% from 2016

Average account balance

$43,562

+46.3% from 2016

Annual return

25.55%

+12.19 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$209K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+19.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27914

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$90 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.292%

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

$43,562

$150,447-71.0%

$136,298-68.0%

$147,586-70.5%

Participation rate

58.8%

84.4%-25.6pp

81.9%-23.1pp

82.8%-24.0pp

Annual return

25.55%

1049.15%-1023.6pp

5156.27%-5130.7pp

578.59%-553.0pp

Employer contribution / active EE

$2,346

$5,256-55.4%

$4,696-50.0%

$4,876-51.9%

Participant deferral / active EE

$6,484

$6,631-2.2%

$6,247+3.8%

$5,439+19.2%

Admin fee / account holder

$127

$10,906-98.8%

$9,244-98.6%

$10,886-98.8%

COORDINATED CONSTRUCTION PROJECT CONTROL SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COORDINATED CONSTRUCTION PROJECT CONTROL SERVICES 401(K) 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