Retirement plan

SHOOK CONSTRUCTION CO. RETIREMENT PLAN

Name: SHOOK CONSTRUCTION CO. - SHOOK CONSTRUCTION CO. RETIREMENT PLAN (2020) Form 5500
Creator: SHOOK CONSTRUCTION CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHOOK CONSTRUCTION CO. RETIREMENT PLAN, SHOOK CONSTRUCTION CO.

SHOOK CONSTRUCTION CO.EIN 31-0443680Plan #001PY 2020

2000 W. DOROTHY LANE - MORAINE, OH 45439937-276-6666shookconstruction.comLinkedIn201-500 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$22.7M

+15.1% from 2019

Total participants

196

+17.4% from 2019

Average account balance

$144,777

-1.8% from 2019

Annual return

17.41%

-4.24 pp from 2019

Benchmarks

See 2,939 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,939 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.17M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

202

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.

52.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.45M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$268

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	$25,358
KENTNER SELLERS1 year Service code 10 801 FALLS CREEK DR · VANDALIA, OH 45377	Accounting	$8,750

Plan features & details

Pension benefit codes2E2H2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Expense breakdown

Schedule H Part II

Admin total

$39K

$238 / participant

Other / not subdivided$39K100.0%

% of EOY assets

0.170%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KENTNER SELLERS LLP
Auditor EIN: 310787612
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$144,777

$69,383+108.7%

$101,275+43.0%

$73,497+97.0%

Participation rate

75.9%

68.4%+7.6pp

75.8%+0.1pp

70.7%+5.2pp

Annual return

17.41%

18.46%-1.1pp

46.48%-29.1pp

28.51%-11.1pp

Employer contribution / active EE

$2,593

$2,628-1.3%

$3,660-29.1%

$2,270+14.2%

Participant deferral / active EE

$6,665

$3,301+101.9%

$4,371+52.5%

$3,740+78.2%

Admin fee / account holder

$246

$704-65.1%

$5,948-95.9%

$513-52.1%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

$25,358

KENTNER SELLERS1 year

Service code 10

801 FALLS CREEK DR · VANDALIA, OH 45377

Accounting

$8,750

SHOOK CONSTRUCTION CO. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHOOK CONSTRUCTION CO. RETIREMENT 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