Retirement plan

CONSTRUCTION RESOURCES MANAGEMENT, INC. 401K PLAN

Name: CONSTRUCTION RESOURCES MANAGEMENT, INC. - CONSTRUCTION RESOURCES MANAGEMENT, INC. 401K PLAN (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsHigh assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$149.2M

+211.3% from 2016

Total participants

559

+27.6% from 2016

Average account balance

$266,939

+165.1% from 2016

Annual return

212.00%

+203.69 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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 SOLUTIONS3+ years Service code 12 · EIN 13-3689044	Sales loads (front end and deferred);...	$27,983
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618	Securities brokerage; Securities brok...	$0
NATIONAL FINANCIAL SERVICES3+ 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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$28K

$63 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.019%

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

$266,939

$155,795+71.3%

$136,298+95.8%

$69,631+283.4%

Participation rate

100.0%

75.2%+24.8pp

81.9%+18.1pp

70.7%+29.3pp

Annual return

212.00%

232464.33%-232252.3pp

5156.27%-4944.3pp

27571.02%-27359.0pp

Employer contribution / active EE

$2,453

$2,991-18.0%

$4,696-47.8%

$2,032+20.7%

Participant deferral / active EE

$5,412

$5,394+0.3%

$6,247-13.4%

$3,224+67.9%

Admin fee / account holder

$50

$128-61.0%

$9,244-99.5%

$110-54.7%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Service code 12 · EIN 13-3689044

Sales loads (front end and deferred);...

$27,983

MID ATLANTIC CAPITAL CORPORATION3+ years

Service code 33 · EIN 25-1409618

Securities brokerage; Securities brok...

NATIONAL FINANCIAL SERVICES3+ 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