Retirement plan

L. KEELEY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN

Name: KEELEY CONSTRUCTION GROUP, INC. - L. KEELEY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: KEELEY CONSTRUCTION GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, L. KEELEY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN, KEELEY CONSTRUCTION GROUP, INC.

KEELEY CONSTRUCTION GROUP, INC.EIN 37-1362018Plan #002PY 2021

500 S. EWING AVE., SUITE G - ST. LOUIS, MO 631032944618-397-8077keeleyconstruction.comLinkedIn501-1000 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$20.5M

+32.2% from 2020

Total participants

320

+8.5% from 2020

Average account balance

$70,344

+18.1% from 2020

Annual return

20.19%

-14.55 pp from 2020

Benchmarks

See 2,980 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,980 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$36.36M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

526

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.

67.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+18.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$297

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
EKON BENEFITS2 years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108	Recordkeeping	$22,242
JAG CAPITAL MANAGEMENT1 year Filed as: JAG CAPITAL MANAGEMENT LLC Service code 16 9841 CLAYTON ROAD · ST. LOUIS, MO 63124	Consulting	$21,544

Plan features & details

Pension benefit codes2E2F2G2J2K2R3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$83K

$338 / participant

Investment mgmt$61K73.4%
Other / not subdivided$22K26.6%

% of EOY assets

0.406%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SFW PARTNERS, LLC
Auditor EIN: 431764273
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,344

$77,677-9.4%

$109,188-35.6%

$79,389-11.4%

Participation rate

88.7%

67.8%+20.9pp

75.9%+12.8pp

70.7%+18.0pp

Annual return

20.19%

23.44%-3.3pp

25.76%-5.6pp

116.89%-96.7pp

Employer contribution / active EE

$4,592

$2,798+64.1%

$3,723+23.3%

$2,428+89.1%

Participant deferral / active EE

$7,059

$3,517+100.7%

$4,654+51.7%

$4,046+74.5%

Admin fee / account holder

$286

$732-61.0%

$6,755-95.8%

$626-54.4%

Provider

Service type

Compensation

EKON BENEFITS2 years

Service code 15 · EIN 43-1317863

4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108

Recordkeeping

$22,242

JAG CAPITAL MANAGEMENT1 year

Filed as: JAG CAPITAL MANAGEMENT LLC

Service code 16

9841 CLAYTON ROAD · ST. LOUIS, MO 63124

Consulting

$21,544

L. KEELEY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

L. KEELEY CONSTRUCTION COMPANY 401(K) 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