Retirement plan

PTS CONTRACTORS RETIREMENT PLAN

Name: PTS CONTRACTORS, INC. - PTS CONTRACTORS RETIREMENT PLAN (2020) Form 5500
Creator: PTS CONTRACTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PTS CONTRACTORS RETIREMENT PLAN, PTS CONTRACTORS, INC.

PTS CONTRACTORS, INC.EIN 39-1190217Plan #001PY 2020

4075 EATON ROAD - GREEN BAY, WI 54311920-468-5217ptswis.comLinkedIn11-50 employeesconstruction

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$318K

No prior year

Total participants

No prior year

Average account balance

$9,930

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 3,715 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,715 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.95M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

80.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$403K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3708

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 codes3D2E2F2G2J

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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$9,930

$72,027-86.2%

$185,861-94.7%

$79,856-87.6%

Participation rate

70.5%

65.8%+4.7pp

78.0%-7.6pp

69.6%+0.8pp

Annual return

0.00%

23.13%-23.1pp

35.96%-36.0pp

31.71%-31.7pp

Employer contribution / active EE

$1,965-100.0%

$4,088-100.0%

$2,471-100.0%

Participant deferral / active EE

$6,118

$3,780+61.9%

$5,634+8.6%

$3,741+63.6%

Admin fee / account holder

$4,513-100.0%

$9,503-100.0%

$5,306-100.0%

PTS CONTRACTORS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PTS CONTRACTORS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion