Retirement plan

EURO ROOFING & CUSTOM REMODELING 401(K) PLAN

Name: EURO ROOFING & CUSTOM REMODELING INC - EURO ROOFING & CUSTOM REMODELING 401(K) PLAN (2018) Form 5500
Creator: EURO ROOFING & CUSTOM REMODELING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EURO ROOFING & CUSTOM REMODELING 401(K) PLAN, EURO ROOFING & CUSTOM REMODELING INC

EURO ROOFING & CUSTOM REMODELING INCEIN 34-1783809Plan #001PY 2018

6747 CANTERBURRY DRIVE - MIDDLEBURG HTS, OH 44130216-440-4792

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$359K

+22.5% from 2017

Total participants

0.0% from 2017

Average account balance

$179,599

+22.5% from 2017

Annual return

-2.17%

-7.69 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$536K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+14.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18314

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 codes2E2G2J

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.

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

$920 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.512%

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

$179,599

$97,732+83.8%

$83,831+114.2%

$135,380+32.7%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-2.17%

1287.56%-1289.7pp

850.99%-853.2pp

519.81%-522.0pp

Employer contribution / active EE

$15,115

$4,222+258.0%

$3,631+316.3%

$4,779+216.3%

Participant deferral / active EE

$21,000

$4,683+348.5%

$4,082+414.5%

$5,609+274.4%

Admin fee / account holder

$920

$6,675-86.2%

$5,479-83.2%

$10,828-91.5%

EURO ROOFING & CUSTOM REMODELING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EURO ROOFING & CUSTOM REMODELING 401(K) 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