Retirement plan

KEELEY CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: KEELEY CONSTRUCTION GROUP, INC. - KEELEY CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: KEELEY CONSTRUCTION GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEELEY CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN, KEELEY CONSTRUCTION GROUP, INC.

KEELEY CONSTRUCTION GROUP, INC.EIN 37-1362018Plan #002PY 2023

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

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$27.4M

+44.2% from 2022

Total participants

754

+50.5% from 2022

Average account balance

$59,106

+18.4% from 2022

Annual return

25.64%

+43.68 pp from 2022

Benchmarks

See 1,502 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,502 peers

Snapshot2023

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 3 by compensation

Provider	Service type	Compensation
JAG CAPITAL MANAGEMENT3 years Filed as: JAG CAPITAL MANAGEMENT LLC Service code 16 9841 CLAYTON ROAD · ST. LOUIS, MO 63124	Consulting	$49,336
EKON BENEFITS4 years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108	Recordkeeping	$39,925
MONETARY MANAGEMENT GROUP, INC.2 years Filed as: MONETARY MANAGEMENT Service code 16 13537 BARRETT PARKWAY DRIVE · MANCHESTER, MO 63021	Consulting	$22,918

Plan features & details

Pension benefit codes2E2F2G2J2K2R3D2T

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.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$112K

$178 / participant

Recordkeeping$40K35.6%
Investment mgmt$72K64.4%

% of EOY assets

0.409%

all-in expense ratio

Categories reported

2 / 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

$59,106

$93,010-36.5%

$96,538-38.8%

$74,473-20.6%

Participation rate

53.9%

71.6%-17.7pp

74.3%-20.5pp

70.7%-16.8pp

Annual return

25.64%

37.50%-11.9pp

35.74%-10.1pp

34.36%-8.7pp

Employer contribution / active EE

$3,021

$3,427-11.9%

$3,740-19.2%

$2,638+14.5%

Participant deferral / active EE

$4,556

$3,971+14.7%

$4,880-6.7%

$4,530+0.6%

Admin fee / account holder

$242

$633-61.8%

$6,737-96.4%

$347-30.3%

Provider

Service type

Compensation

JAG CAPITAL MANAGEMENT3 years

Filed as: JAG CAPITAL MANAGEMENT LLC

Service code 16

9841 CLAYTON ROAD · ST. LOUIS, MO 63124

Consulting

$49,336

EKON BENEFITS4 years

Service code 15 · EIN 43-1317863

4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108

Recordkeeping

$39,925

MONETARY MANAGEMENT GROUP, INC.2 years

Filed as: MONETARY MANAGEMENT

Service code 16

13537 BARRETT PARKWAY DRIVE · MANCHESTER, MO 63021

Consulting

$22,918

KEELEY CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEELEY CONSTRUCTION GROUP, INC. 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