Retirement plan

C & R MECHANICAL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Name: C & R MECHANICAL COMPANY - C & R MECHANICAL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: C & R MECHANICAL COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C & R MECHANICAL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN, C & R MECHANICAL COMPANY

C & R MECHANICAL COMPANYEIN 43-0692503Plan #002PY 2017

12825 PENNRIDGE DRIVE - BRIDGETON, MO 630441238314-739-1800

Other plans on this EIN

1 filing

#001Retirement-$2.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

+75.2% from 2016

Total participants

-39.3% from 2016

Average account balance

$110,154

+188.5% from 2016

Annual return

78.40%

+82.50 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.20M

Not enough data

1 years with asset history on file

Average account balance

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

$377K

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

$526K

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

+46.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7166

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 codes2P3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$420K

$14491 / participant

Other / not subdivided$420K100.0%

% of EOY assets

11.221%

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

$110,154

$63,346+73.9%

$92,240+19.4%

$70,126+57.1%

Participation rate

100.0%

68.7%+31.3pp

76.5%+23.5pp

69.5%+30.5pp

Annual return

78.40%

530.19%-451.8pp

176.29%-97.9pp

73.15%+5.3pp

Employer contribution / active EE

$12,100

$2,471+389.6%

$3,680+228.8%

$2,343+416.5%

Participant deferral / active EE

$2,854-100.0%

$3,897-100.0%

$3,332-100.0%

Admin fee / account holder

$12,360

$3,841+221.8%

$5,194+138.0%

$4,645+166.1%

C & R MECHANICAL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C & R MECHANICAL COMPANY EMPLOYEE STOCK OWNERSHIP 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