Retirement plan

LENNARD WARREN CONTRACTING INC 401K PSP

Name: LENNARD WARREN CONTRACTING INC - LENNARD WARREN CONTRACTING INC 401K PSP (2016) Form 5500
Creator: LENNARD WARREN CONTRACTING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LENNARD WARREN CONTRACTING INC 401K PSP, LENNARD WARREN CONTRACTING INC

LENNARD WARREN CONTRACTING INCEIN 30-0156013Plan #001PY 2016

168 ALPINE DRIVE - ROSEBURG, OR 97471541-673-2284

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$264K

+27.0% from 2015

Total participants

+40.0% from 2015

Average account balance

$37,768

-9.3% from 2015

Annual return

10.78%

+16.85 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$229K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+13.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$923

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2K

$384 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.871%

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

$37,768

$136,307-72.3%

$106,619-64.6%

$273,972-86.2%

Participation rate

100.0%

84.8%+15.2pp

78.0%+22.0pp

83.0%+17.0pp

Annual return

10.78%

11.05%-0.3pp

9.42%+1.4pp

41.46%-30.7pp

Employer contribution / active EE

$1,692

$5,190-67.4%

$3,947-57.1%

$4,869-65.2%

Participant deferral / active EE

$3,932

$4,969-20.9%

$3,9300%

$5,287-25.6%

Admin fee / account holder

$329

$8,625-96.2%

$6,418-94.9%

$10,133-96.8%

LENNARD WARREN CONTRACTING INC 401K PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LENNARD WARREN CONTRACTING INC 401K PSP

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