Retirement plan

MARTELL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

Name: MARTELL CONSTRUCTION, INC. - MARTELL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: MARTELL CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARTELL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN, MARTELL CONSTRUCTION, INC.

MARTELL CONSTRUCTION, INC.EIN 39-1016094Plan #002PY 2017

1220 HURLBUT ST - GREEN BAY, WI 54303920-468-8071martellco.comLinkedIn51-200 employeesconstruction

Other plans on this EIN

1 filing

#003Retirement-$242K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+21.8% from 2016

Total participants

0.0% from 2016

Average account balance

$249,714

+21.8% from 2016

Annual return

17.82%

+7.33 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.53M

Not enough data

1 years with asset history on file

Average account balance

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

$755K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$190K

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

+16.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$303

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 codes2E2F2G2J2T3D

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.
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

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

$147K

$24465 / participant

Other / not subdivided$147K100.0%

% of EOY assets

7.348%

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

$249,714

$106,008+135.6%

$92,240+170.7%

$147,586+69.2%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

17.82%

50.05%-32.2pp

176.29%-158.5pp

578.59%-560.8pp

Employer contribution / active EE

$26,447

$4,333+510.3%

$3,680+618.7%

$4,876+442.3%

Participant deferral / active EE

$6,542

$4,478+46.1%

$3,897+67.9%

$5,439+20.3%

Admin fee / account holder

$18,349

$6,333+189.7%

$5,194+253.3%

$10,886+68.6%

MARTELL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARTELL CONSTRUCTION, 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