Retirement plan

CAMPOPIANO ROOFING, INC. PROFIT SHARING PLAN

Name: CAMPOPIANO ROOFING CO INC - CAMPOPIANO ROOFING, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: CAMPOPIANO ROOFING CO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMPOPIANO ROOFING, INC. PROFIT SHARING PLAN, CAMPOPIANO ROOFING CO INC

CAMPOPIANO ROOFING CO INCEIN 34-1553464Plan #001PY 2015

2100 CASE PARKWAY NORTH - TWINSBURG, OH 44087330-425-1285

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.8M

No prior year

Total participants

No prior year

Average account balance

$115,696

No prior year

Annual return

-2.22%

No prior year

Benchmarks

See 11,458 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort11,458 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.96M

Not enough data

1 years with asset history on file

Average account balance

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

$208K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$534K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+10.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1519

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 codes2E2J3D2G2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

$6K

$185 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.145%

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

$115,696

$52,678+119.6%

$75,784+52.7%

$59,633+94.0%

Participation rate

76.7%

67.2%+9.4pp

75.8%+0.8pp

68.7%+8.0pp

Annual return

-2.22%

2.95%-5.2pp

9.68%-11.9pp

2041.45%-2043.7pp

Employer contribution / active EE

$4,088

$2,193+86.4%

$3,323+23.0%

$2,203+85.6%

Participant deferral / active EE

$4,994

$2,591+92.8%

$3,652+36.8%

$3,192+56.5%

Admin fee / account holder

$168

$3,610-95.4%

$5,300-96.8%

$4,297-96.1%

CAMPOPIANO ROOFING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMPOPIANO ROOFING, INC. PROFIT SHARING 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