Retirement plan

WALBEC GROUP RETIREMENT PLAN

Name: CONSTRUCTION RESOURCES MANAGEMENT, INC. - WALBEC GROUP RETIREMENT PLAN (2020) Form 5500
Creator: CONSTRUCTION RESOURCES MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALBEC GROUP RETIREMENT PLAN, CONSTRUCTION RESOURCES MANAGEMENT, INC.

CONSTRUCTION RESOURCES MANAGEMENT, INC.EIN 39-1542489Plan #002PY 2020

N3 W23650 BADINGER ROAD - WAUKESHA, WI 53188262-524-1882

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$159.6M

+9.1% from 2019

Total participants

714

+2.9% from 2019

Average account balance

$224,484

+6.5% from 2019

Annual return

13.15%

-7.44 pp from 2019

Benchmarks

See 2,819 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,819 peers

Snapshot2020

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 2 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO3 years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846	Recordkeeping	$111,030
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2F2H2J2T3D3H

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$111K

$183 / participant

Other / not subdivided$111K100.0%

% of EOY assets

0.070%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$224,484

$100,801+122.7%

$149,745+49.9%

$73,412+205.8%

Participation rate

99.5%

77.7%+21.8pp

82.5%+17.0pp

72.2%+27.3pp

Annual return

13.15%

265.34%-252.2pp

276.72%-263.6pp

59.30%-46.1pp

Employer contribution / active EE

$8,112

$3,312+144.9%

$4,646+74.6%

$2,234+263.1%

Participant deferral / active EE

$4,988

$6,404-22.1%

$6,843-27.1%

$3,806+31.1%

Admin fee / account holder

$156

$181-13.6%

$9,312-98.3%

$158-1.1%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO3 years

Filed as: ONEAMERICA RETIREMENT SERVICES LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$111,030

BMO HARRIS BANK NA3 years

Filed as: BMO HARRIS BANK, N.A.

Service code 19 · EIN 36-2085229

Securities Custodian

WALBEC GROUP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALBEC GROUP RETIREMENT 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