Retirement plan

ASSOCIATED CONSTRUCTION DISTRIBUTORS INTERNATIONAL, INC. MONEY PURCHASE PLAN

Name: ASSOCIATED CONSTRUCTION DISTRIBUTORS INTERNATIONAL, INC. - ASSOCIATED CONSTRUCTION DISTRIBUTORS INTERNATIONAL, INC. MONEY PURCHASE PLAN (2017) Form 5500
Creator: ASSOCIATED CONSTRUCTION DISTRIBUTORS INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATED CONSTRUCTION DISTRIBUTORS INTERNATIONAL, INC. MONEY PURCHASE PLAN, ASSOCIATED CONSTRUCTION DISTRIBUTORS INTERNATIONAL, INC.

ASSOCIATED CONSTRUCTION DISTRIBUTORS INTERNATIONAL, INC.EIN 41-1238178Plan #001PY 2017

1605 S.E. DELAWARE AVE., SUITE B - ANKENY, IA 50021515-964-1335acdi.netLinkedIn1-10 employeesconstruction

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+23.6% from 2016

Total participants

0.0% from 2016

Average account balance

$539,239

+23.6% from 2016

Annual return

19.08%

+12.58 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$369K

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+16.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2F2G3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$539,239

$99,031+444.5%

$86,597+522.7%

$147,585+265.4%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

19.08%

1312.56%-1293.5pp

964.96%-945.9pp

578.57%-559.5pp

Employer contribution / active EE

$19,829

$3,132+533.1%

$2,840+598.3%

$4,876+306.6%

Participant deferral / active EE

$3,972-100.0%

$3,609-100.0%

$5,439-100.0%

Admin fee / account holder

$5,711-100.0%

$4,906-100.0%

$10,885-100.0%

ASSOCIATED CONSTRUCTION DISTRIBUTORS INTERNATIONAL, INC. MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ASSOCIATED CONSTRUCTION DISTRIBUTORS INTERNATIONAL, INC. MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion