Retirement plan

LEVEL 10 CONSTRUCTION, LP 401(K) PLAN

Name: LEVEL 10 CONSTRUCTION, LP - LEVEL 10 CONSTRUCTION, LP 401(K) PLAN (2016) Form 5500
Creator: LEVEL 10 CONSTRUCTION, LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEVEL 10 CONSTRUCTION, LP 401(K) PLAN, LEVEL 10 CONSTRUCTION, LP

LEVEL 10 CONSTRUCTION, LPEIN 45-3369524Plan #001PY 2016

1050 ENTERPRISE WAY, SUITE 250 - SUNNYVALE, CA 94089408-747-5000level10gc.comLinkedIn201-500 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.3M

+36.4% from 2015

Total participants

206

+16.4% from 2015

Average account balance

$34,801

+16.8% from 2015

Annual return

12.93%

+2.25 pp from 2015

Benchmarks

See 2,382 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,382 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.10M

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

266

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.

93.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.56M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+16.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$248

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
PENCAL2+ years Service code 15 7633 SOUTHFRONT RD, SUITE 120 · LIVERMORE, CA 94551	Recordkeeping	$18,404
GOLDEN GATE RETIREMENT CONSULTANTS2+ years Service code 16 · EIN 20-1734977 1250 BAYHILL DRIVE, SUITE 100 · SAN BRUNO, CA 94066	Consulting	$2,075
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST CO Service code 19 717 17TH STREET SUITE 1800 · DENVER, CO 80202	Securities Custodian	$2,073

Plan features & details

Pension benefit codes2E2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$18K

$111 / participant

Contract admin$18K100.0%

% of EOY assets

0.285%

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: MARCUM LLP
Auditor EIN: 111986323
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,801

$52,884-34.2%

$84,753-58.9%

$55,167-36.9%

Participation rate

84.5%

67.5%+17.0pp

76.6%+7.9pp

69.0%+15.5pp

Annual return

12.93%

18.03%-5.1pp

22.78%-9.9pp

169.23%-156.3pp

Employer contribution / active EE

$4,044

$2,233+81.0%

$3,574+13.1%

$1,963+106.0%

Participant deferral / active EE

$8,429

$2,644+218.8%

$3,712+127.1%

$3,054+176.0%

Admin fee / account holder

$99

$581-82.9%

$5,333-98.1%

$504-80.3%

Provider

Service type

Compensation

PENCAL2+ years

Service code 15

7633 SOUTHFRONT RD, SUITE 120 · LIVERMORE, CA 94551

Recordkeeping

$18,404

GOLDEN GATE RETIREMENT CONSULTANTS2+ years

Service code 16 · EIN 20-1734977

1250 BAYHILL DRIVE, SUITE 100 · SAN BRUNO, CA 94066

Consulting

$2,075

TD AMERITRADE, INC.2+ years

Filed as: TD AMERITRADE TRUST CO

Service code 19

717 17TH STREET SUITE 1800 · DENVER, CO 80202

Securities Custodian

$2,073

LEVEL 10 CONSTRUCTION, LP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEVEL 10 CONSTRUCTION, LP 401(K) 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