Retirement plan

MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN

Name: MATHIOWETZ CONSTRUCTION CO. - MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN (2017) Form 5500
Creator: MATHIOWETZ CONSTRUCTION CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN, MATHIOWETZ CONSTRUCTION CO.

MATHIOWETZ CONSTRUCTION CO.EIN 41-0873426Plan #001PY 2017

30676 COUNTY ROAD 24 - SLEEPY EYE, MN 56085507-794-6953mathiowetzconst.comLinkedIn51-200 employeesconstruction

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$34.2M

+16.3% from 2016

Total participants

254

+3.7% from 2016

Average account balance

$153,892

+13.1% from 2016

Annual return

13.14%

+17.08 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$65.95M

Not enough data

1 years with asset history on file

Average account balance

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

$288K

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.

229

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+5.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1022

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
INVESTMENT CENTERS OF AMERICA2+ years Service code 26 5555 W GRANDE MARKET DRIVE · APPLETON, WI 549138403	Advisory (Participants)	$29,812
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749	Accounting	$11,833
CBA, INC.2+ years Service code 10 · EIN 90-0532699	Accounting	$5,820

Plan features & details

Pension benefit codes2A2E2F2G2J3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.

Opportunity flags

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$48K

$257 / participant

Investment mgmt$30K61.9%
Other / not subdivided$18K38.1%

% of EOY assets

0.141%

all-in expense ratio

Categories reported

1 / 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

$153,892

$58,726+162.0%

$92,236+66.8%

$62,293+147.0%

Participation rate

82.9%

68.3%+14.5pp

76.5%+6.4pp

69.5%+13.4pp

Annual return

13.14%

43.62%-30.5pp

176.29%-163.1pp

28.90%-15.8pp

Employer contribution / active EE

$11,164

$2,392+366.8%

$3,679+203.4%

$2,042+446.7%

Participant deferral / active EE

$3,515

$2,766+27.1%

$3,897-9.8%

$3,169+10.9%

Admin fee / account holder

$217

$556-61.0%

$5,194-95.8%

$479-54.8%

Provider

Service type

Compensation

INVESTMENT CENTERS OF AMERICA2+ years

Service code 26

5555 W GRANDE MARKET DRIVE · APPLETON, WI 549138403

Advisory (Participants)

$29,812

CLIFTONLARSONALLEN LLP2+ years

Filed as: CLIFTONLARSONALLEN, LLP

Service code 10 · EIN 41-0746749

Accounting

$11,833

CBA, INC.2+ years

Service code 10 · EIN 90-0532699

Accounting

$5,820

MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MATHIOWETZ CONSTRUCTION CO. 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