Retirement plan

CONSTRUCTION RESOURCES MANAGEMENT, INC. 401K PLAN

Name: CONSTRUCTION RESOURCES MANAGEMENT, INC. - CONSTRUCTION RESOURCES MANAGEMENT, INC. 401K PLAN (2016) 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 2016

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

Other plans on this EIN

1 filing

#001Retirement-$80.4M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$47.9M

+12.4% from 2015

Total participants

438

+11.5% from 2015

Average account balance

$100,712

+2.7% from 2015

Annual return

8.31%

+8.33 pp from 2015

Benchmarks

See 2,524 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,524 peers

Snapshot2016

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 SOLUTIONS2+ years Service code 12 · EIN 13-3689044	Float revenue; Recordkeeping and info...	$19,938
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618	Securities brokerage; Securities brok...	$0
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$21K

$56 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.043%

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

$100,712

$80,177+25.6%

$123,894-18.7%

$57,658+74.7%

Participation rate

100.0%

74.4%+25.6pp

81.4%+18.6pp

70.2%+29.8pp

Annual return

8.31%

17.90%-9.6pp

47.52%-39.2pp

5.13%+3.2pp

Employer contribution / active EE

$2,782

$2,913-4.5%

$4,617-39.7%

$1,974+40.9%

Participant deferral / active EE

$6,102

$5,130+18.9%

$5,984+2.0%

$3,061+99.4%

Admin fee / account holder

$43

$106-59.2%

$8,357-99.5%

$95-54.1%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Service code 12 · EIN 13-3689044

Float revenue; Recordkeeping and info...

$19,938

MID ATLANTIC CAPITAL CORPORATION2+ years

Service code 33 · EIN 25-1409618

Securities brokerage; Securities brok...

NATIONAL FINANCIAL SERVICES2+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

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