Retirement plan

CONSTRUCTION RESOURCES MANAGEMENT, INC. 401K PLAN

Name: CONSTRUCTION RESOURCES MANAGEMENT, INC. - CONSTRUCTION RESOURCES MANAGEMENT, INC. 401K PLAN (2015) Form 5500
Creator: CONSTRUCTION RESOURCES MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONSTRUCTION RESOURCES MANAGEMENT, INC. 401K PLAN, CONSTRUCTION RESOURCES MANAGEMENT, INC.

CONSTRUCTION RESOURCES MANAGEMENT, INC.EIN 39-1542489Plan #002PY 2015

N3 W23650 BADINGER ROAD - WAUKESHA, WI 53187262-524-1757

Other plans on this EIN

1 filing

#001Retirement-$74.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$42.6M

No prior year

Total participants

393

No prior year

Average account balance

$98,027

No prior year

Annual return

-0.02%

No prior year

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$180.45M

Not enough data

1 years with asset history on file

Average account balance

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

$193K

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.

935

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

$11.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$126

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

Top 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Service code 12 · EIN 13-3689044	Investment management; Participant co...	$16,650
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618	Securities brokerage commissions and ...	$0
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$17K

$50 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,027

$88,324+11.0%

$115,038-14.8%

$55,191+77.6%

Participation rate

100.0%

72.5%+27.5pp

81.4%+18.6pp

69.2%+30.8pp

Annual return

-0.02%

6.30%-6.3pp

26.14%-26.2pp

10.78%-10.8pp

Employer contribution / active EE

$2,736

$2,805-2.5%

$4,608-40.6%

$1,899+44.1%

Participant deferral / active EE

$6,044

$5,042+19.9%

$6,026+0.3%

$3,046+98.4%

Admin fee / account holder

$39

$105-63.3%

$8,175-99.5%

$91-57.4%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Service code 12 · EIN 13-3689044

Investment management; Participant co...

$16,650

MID ATLANTIC CAPITAL CORPORATION1+ years

Service code 33 · EIN 25-1409618

Securities brokerage commissions and ...

NATIONAL FINANCIAL SERVICES1+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

CONSTRUCTION RESOURCES MANAGEMENT, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONSTRUCTION RESOURCES MANAGEMENT, INC. 401K 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