Retirement plan

CAPITOL MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: CAPITOL MECHANICAL, INC. - CAPITOL MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2023) Form 5500
Creator: CAPITOL MECHANICAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITOL MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN, CAPITOL MECHANICAL, INC.

CAPITOL MECHANICAL, INC.EIN 39-1145227Plan #002PY 2023

3444 CAPITOL DRIVE, P O BOX 670 - SUN PRAIRIE, WI 535900670608-241-9342capitolmechanical.comLinkedIn51-200 employees

Other plans on this EIN

1 filing

#001Retirement-$10.5M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.5M

0.0% from 2022

Total participants

+6.8% from 2022

Average account balance

$39,522

-6.3% from 2022

Annual return

-12.51%

-12.51 pp from 2022

Benchmarks

See 9,806 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,806 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.13M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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

$312K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+133.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3320

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 codes2E2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$218K

$3827 / participant

Other / not subdivided$218K100.0%

% of EOY assets

8.762%

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

$39,522

$57,330-31.1%

$86,656-54.4%

$75,177-47.4%

Participation rate

100.0%

63.2%+36.8pp

71.7%+28.3pp

67.2%+32.8pp

Annual return

-12.51%

2675.40%-2687.9pp

593.09%-605.6pp

160.75%-173.3pp

Employer contribution / active EE

$5,463

$2,316+135.8%

$3,025+80.6%

$2,671+104.5%

Participant deferral / active EE

$3,320-100.0%

$4,439-100.0%

$4,126-100.0%

Admin fee / account holder

$3,463

$4,115-15.8%

$5,619-38.4%

$5,651-38.7%

CAPITOL MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITOL MECHANICAL, INC. 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