Retirement plan

GORDIAN DESIGN & CONSTRUCTION, INC. 401(K) PLAN

Name: GORDIAN DESIGN & CONSTRUCTION, INC. - GORDIAN DESIGN & CONSTRUCTION, INC. 401(K) PLAN (2019) Form 5500
Creator: GORDIAN DESIGN & CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GORDIAN DESIGN & CONSTRUCTION, INC. 401(K) PLAN, GORDIAN DESIGN & CONSTRUCTION, INC.

GORDIAN DESIGN & CONSTRUCTION, INC.EIN 27-2308656Plan #001PY 2019

10815 INDECO DRIVE, SUITE 200 - CINCINNATI, OH 45241513-528-9600gordianconstruction.comLinkedIn11-50 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+50.9% from 2018

Total participants

+23.1% from 2018

Average account balance

$94,381

+29.4% from 2018

Annual return

23.27%

+29.84 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

$3.29M

Not enough data

1 years with asset history on file

Average account balance

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

$183K

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.

138.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$373K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+19.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17686

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$94,381

$107,363-12.1%

$92,909+1.6%

$152,897-38.3%

Participation rate

86.7%

79.8%+6.9pp

76.0%+10.7pp

82.5%+4.2pp

Annual return

23.27%

145.63%-122.4pp

109.44%-86.2pp

345.43%-322.2pp

Employer contribution / active EE

$3,563

$4,222-15.6%

$3,653-2.5%

$4,764-25.2%

Participant deferral / active EE

$12,589

$4,848+159.7%

$4,238+197.0%

$5,851+115.2%

Admin fee / account holder

$7,082-100.0%

$5,795-100.0%

$11,599-100.0%

GORDIAN DESIGN & CONSTRUCTION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GORDIAN DESIGN & CONSTRUCTION, INC. 401(K) 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