Retirement plan

CORDOS DEVELOPMENT & ASSOCIATES LLC 401K PROFIT SHARING PLAN & TRUST

Name: CORDOS DEVELOPMENT & ASSOCIATES LLC - CORDOS DEVELOPMENT & ASSOCIATES LLC 401K PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: CORDOS DEVELOPMENT & ASSOCIATES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORDOS DEVELOPMENT & ASSOCIATES LLC 401K PROFIT SHARING PLAN & TRUST, CORDOS DEVELOPMENT & ASSOCIATES LLC

CORDOS DEVELOPMENT & ASSOCIATES LLCEIN 45-0489279Plan #001PY 2016

10 W. HUBBARD ST.-SUITE 2B - CHICAGO, IL 60654312-464-1788LinkedIn1-10 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$145K

+29.5% from 2015

Total participants

+25.0% from 2015

Average account balance

$29,030

+3.6% from 2015

Annual return

-14.57%

-14.57 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

$375K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+26.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18

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 codes2E2J2R3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$580

$116 / participant

Other / not subdivided$580100.0%

% of EOY assets

0.400%

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

$29,030

$99,345-70.8%

$84,753-65.7%

$273,972-89.4%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

-14.57%

22.93%-37.5pp

22.78%-37.4pp

41.46%-56.0pp

Employer contribution / active EE

$1,266

$4,214-69.9%

$3,574-64.6%

$4,869-74.0%

Participant deferral / active EE

$8,610

$4,270+101.7%

$3,712+132.0%

$5,287+62.8%

Admin fee / account holder

$116

$6,645-98.3%

$5,333-97.8%

$10,133-98.9%

CORDOS DEVELOPMENT & ASSOCIATES LLC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORDOS DEVELOPMENT & ASSOCIATES LLC 401K PROFIT SHARING PLAN & TRUST

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