Retirement plan

ANTIGO CONSTRUCTION, INC. PROFIT SHARING PLAN

Name: ANTIGO CONSTRUCTION, INC. - ANTIGO CONSTRUCTION, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: ANTIGO CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANTIGO CONSTRUCTION, INC. PROFIT SHARING PLAN, ANTIGO CONSTRUCTION, INC.

ANTIGO CONSTRUCTION, INC.EIN 39-1283086Plan #002PY 2020

2520 CLERMONT ST - ANTIGO, WI 54409715-627-2222

Other plans on this EIN

1 filing

#005Retirement-$4.5M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.7M

+19.0% from 2019

Total participants

+13.0% from 2019

Average account balance

$411,698

+5.2% from 2019

Annual return

15.95%

-7.99 pp from 2019

Benchmarks

See 42,050 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,050 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.92M

Not enough data

1 years with asset history on file

Average account balance

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

$896K

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

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84241

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$117K

$5299 / participant

Other / not subdivided$117K100.0%

% of EOY assets

1.089%

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

$411,698

$115,780+255.6%

$101,255+306.6%

$158,931+159.0%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

15.95%

56.14%-40.2pp

46.48%-30.5pp

302.86%-286.9pp

Employer contribution / active EE

$15,756

$4,175+277.4%

$3,660+330.5%

$4,761+230.9%

Participant deferral / active EE

$1,821

$4,958-63.3%

$4,370-58.3%

$5,982-69.6%

Admin fee / account holder

$4,484

$7,246-38.1%

$5,946-24.6%

$11,247-60.1%

ANTIGO CONSTRUCTION, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANTIGO CONSTRUCTION, INC. 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