Retirement plan

TRACHTE BUILDING SYSTEMS EMPLOYEE STOCK OWNERSHIP PLAN

Name: TRACHTE BUILDING SYSTEMS, INC. - TRACHTE BUILDING SYSTEMS EMPLOYEE STOCK OWNERSHIP PLAN (2016) Form 5500
Creator: TRACHTE BUILDING SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRACHTE BUILDING SYSTEMS EMPLOYEE STOCK OWNERSHIP PLAN, TRACHTE BUILDING SYSTEMS, INC.

TRACHTE BUILDING SYSTEMS, INC.EIN 39-0662360Plan #004PY 2016

314 WILBURN RD. - SUN PRAIRIE, WI 53590608-837-7899trachte.comLinkedIn201-500 employeesconstruction

Other plans on this EIN

2 filings

#003Retirement-$10.0M assets #002Retirement-$6.1M assets

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$29.2M

-96.6% from 2016

Total participants

281

-49.5% from 2016

Average account balance

$103,826

-93.1% from 2016

Annual return

2582.02%

-2953.67 pp from 2016

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$315.05M

Not enough data

1 years with asset history on file

Average account balance

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

$991K

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.

318

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.

99.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.68M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

-0.82%

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

1 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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$0 / participant

Other / not subdivided$5100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$103,826

$60,165+72.6%

$74,184+40.0%

$55,167+88.2%

Participation rate

100.0%

74.2%+25.8pp

76.6%+23.4pp

69.0%+31.0pp

Annual return

2582.02%

10.00%+2572.0pp

17.74%+2564.3pp

169.23%+2412.8pp

Employer contribution / active EE

$19,171

$1,600+1098.4%

$2,370+708.9%

$1,963+876.8%

Participant deferral / active EE

$2,973-100.0%

$3,550-100.0%

$3,054-100.0%

Admin fee / account holder

$419-100.0%

$5,586-100.0%

$504-100.0%

TRACHTE BUILDING SYSTEMS EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRACHTE BUILDING SYSTEMS EMPLOYEE STOCK OWNERSHIP 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