Retirement plan

STATZ RESTORATION & ENGINEERING COMPANY, INC. PROFIT SHARING PLAN

Name: STATZ RESTORATION & ENGINEERING COMPANY, INC. - STATZ RESTORATION & ENGINEERING COMPANY, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: STATZ RESTORATION & ENGINEERING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STATZ RESTORATION & ENGINEERING COMPANY, INC. PROFIT SHARING PLAN, STATZ RESTORATION & ENGINEERING COMPANY, INC.

STATZ RESTORATION & ENGINEERING COMPANY, INC.EIN 39-1615603Plan #001PY 2016

N57 W13580 REICHERT AVENUE - MENOMONEE FALLS, WI 53051262-783-7745statzrestoration.comLinkedIn11-50 employeescivil engineering

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.8M

+13.3% from 2015

Total participants

+10.0% from 2015

Average account balance

$307,819

+3.0% from 2015

Annual return

7.63%

+7.52 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.98M

Not enough data

1 years with asset history on file

Average account balance

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

$695K

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.

109.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$464K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$654

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 codes2E2F2G2T3D

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.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$200

$10 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.003%

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

$307,819

$99,345+209.8%

$84,753+263.2%

$273,972+12.4%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

7.63%

22.93%-15.3pp

22.78%-15.2pp

41.46%-33.8pp

Employer contribution / active EE

$16,052

$4,214+280.9%

$3,574+349.1%

$4,869+229.7%

Participant deferral / active EE

$4,270-100.0%

$3,712-100.0%

$5,287-100.0%

Admin fee / account holder

$6,645-99.9%

$5,333-99.8%

$10,133-99.9%

STATZ RESTORATION & ENGINEERING COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STATZ RESTORATION & ENGINEERING COMPANY, 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