Retirement plan

REES CONSTRUCTION CO. OF QUINCY PROFIT SHARING PLAN

Name: REES CONSTRUCTION CO. OF QUINCY - REES CONSTRUCTION CO. OF QUINCY PROFIT SHARING PLAN (2019) Form 5500
Creator: REES CONSTRUCTION CO. OF QUINCY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REES CONSTRUCTION CO. OF QUINCY PROFIT SHARING PLAN, REES CONSTRUCTION CO. OF QUINCY

REES CONSTRUCTION CO. OF QUINCYEIN 37-0989986Plan #001PY 2019

517 KENTUCKY, P.O. BOX 646 - QUINCY, IL 62306217-222-0748LinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+35.1% from 2018

Total participants

0.0% from 2018

Average account balance

$215,086

+35.1% from 2018

Annual return

21.09%

+30.28 pp from 2018

Benchmarks

See 40,726 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,726 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.88M

Not enough data

1 years with asset history on file

Average account balance

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

$720K

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

$201K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+24.10%

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 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

$61K

$15250 / participant

Other / not subdivided$61K100.0%

% of EOY assets

5.672%

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

$215,086

$107,368+100.3%

$92,915+131.5%

$152,909+40.7%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

21.09%

145.64%-124.5pp

109.45%-88.4pp

345.46%-324.4pp

Employer contribution / active EE

$27,396

$4,222+548.8%

$3,653+649.8%

$4,764+475.1%

Participant deferral / active EE

$15,750

$4,848+224.9%

$4,238+271.6%

$5,851+169.2%

Admin fee / account holder

$12,200

$7,082+72.3%

$5,796+110.5%

$11,601+5.2%

REES CONSTRUCTION CO. OF QUINCY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REES CONSTRUCTION CO. OF QUINCY 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