Retirement plan

SISK BORING & TUNNELING, INC. 401K PLAN

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

SISK BORING & TUNNELING, INC.EIN 35-2468235Plan #001PY 2018

1930 FM 3274 - EMORY, TX 75440903-439-8827LinkedIn1-10 employeesutilities

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$515K

-2.7% from 2017

Total participants

0.0% from 2017

Average account balance

$85,867

-2.7% from 2017

Annual return

-8.91%

-23.62 pp from 2017

Benchmarks

See 1,324 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,324 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$984K

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1888

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

$19K

$3143 / participant

Other / not subdivided$19K100.0%

% of EOY assets

3.660%

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

$85,867

$90,590-5.2%

$90,782-5.4%

$135,379-36.6%

Participation rate

100.0%

83.7%+16.3pp

82.7%+17.3pp

82.6%+17.4pp

Annual return

-8.91%

-3.40%-5.5pp

-3.42%-5.5pp

519.79%-528.7pp

Employer contribution / active EE

$1,814

$4,352-58.3%

$4,105-55.8%

$4,779-62.0%

Participant deferral / active EE

$6,785

$5,407+25.5%

$5,366+26.4%

$5,609+21.0%

Admin fee / account holder

$3,143

$7,683-59.1%

$5,908-46.8%

$10,828-71.0%

SISK BORING & TUNNELING, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SISK BORING & TUNNELING, INC. 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