Retirement plan

COATE CONCRETE PRODUCTS UNION 401K PLAN

Name: COATE CONCRETE PRODUCTS UNION - COATE CONCRETE PRODUCTS UNION 401K PLAN (2019) Form 5500
Creator: COATE CONCRETE PRODUCTS UNION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COATE CONCRETE PRODUCTS UNION 401K PLAN, COATE CONCRETE PRODUCTS UNION

COATE CONCRETE PRODUCTS UNIONEIN 31-0734646Plan #002PY 2019

7330 W. STATE ROUTE 571 - WEST MILTON, OH 453839741937-698-4181coateconcreteproducts.comLinkedIn1-10 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$983K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$258K

-23.3% from 2018

Total participants

-9.5% from 2018

Average account balance

$17,186

-13.1% from 2018

Annual return

15.37%

+17.38 pp from 2018

Benchmarks

See 40,740 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,740 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-2.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D2F

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

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

$157K

$9822 / participant

Other / not subdivided$157K100.0%

% of EOY assets

60.961%

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

$17,186

$107,341-84.0%

$92,897-81.5%

$152,870-88.8%

Participation rate

75.0%

79.8%-4.8pp

76.0%-1.0pp

82.4%-7.4pp

Annual return

15.37%

145.59%-130.2pp

109.42%-94.1pp

345.34%-330.0pp

Employer contribution / active EE

$4,221-100.0%

$3,653-100.0%

$4,763-100.0%

Participant deferral / active EE

$1,651

$4,847-65.9%

$4,238-61.0%

$5,850-71.8%

Admin fee / account holder

$10,477

$7,080+48.0%

$5,794+80.8%

$11,597-9.7%

COATE CONCRETE PRODUCTS UNION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COATE CONCRETE PRODUCTS UNION 401K 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