Retirement plan

JAMES A. BLACKMORE CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

Name: JAMES A.BLACKMORE CONSTRUCTION,INC - JAMES A. BLACKMORE CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: JAMES A.BLACKMORE CONSTRUCTION,INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAMES A. BLACKMORE CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN, JAMES A.BLACKMORE CONSTRUCTION,INC

JAMES A.BLACKMORE CONSTRUCTION,INCEIN 42-1690181Plan #002PY 2016

943 MAPLE AVE. - DOWNERS GROVE, IL 60515630-968-3300

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$537K

+1.7% from 2015

Total participants

+25.0% from 2015

Average account balance

$134,297

+1.7% from 2015

Annual return

18.36%

+22.31 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

$981K

Not enough data

1 years with asset history on file

Average account balance

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

$327K

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

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3402

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 codes2E2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$152K

$38089 / participant

Other / not subdivided$152K100.0%

% of EOY assets

28.361%

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

$134,297

$99,345+35.2%

$84,753+58.5%

$273,972-51.0%

Participation rate

75.0%

80.7%-5.7pp

76.6%-1.6pp

83.0%-8.0pp

Annual return

18.36%

22.93%-4.6pp

22.78%-4.4pp

41.46%-23.1pp

Employer contribution / active EE

$3,963

$4,214-6.0%

$3,574+10.9%

$4,869-18.6%

Participant deferral / active EE

$10,250

$4,270+140.1%

$3,712+176.1%

$5,287+93.9%

Admin fee / account holder

$38,089

$6,645+473.1%

$5,333+614.2%

$10,133+275.9%

JAMES A. BLACKMORE CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAMES A. BLACKMORE CONSTRUCTION, INC. 401(K) 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