Retirement plan

VENTURE ENGINEERING & CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

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

VENTURE ENGINEERING & CONSTRUCTION, INC.EIN 45-4064362Plan #001PY 2016

100 GLOBAL VIEW DRIVE, SUITE 600 - WARRENDALE, PA 15086412-231-5890ventureengr.comLinkedIn51-200 employeesmechanical or industrial engineering

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.7M

+7.6% from 2015

Total participants

-29.6% from 2015

Average account balance

$42,313

+52.9% from 2015

Annual return

8.32%

+8.35 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.44M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

186.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$872K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+12.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23217

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

Top 1 by compensation

Provider	Service type	Compensation
EPIC RETIREMENT PLAN SERVICES1 year Filed as: CAPITAL RETIREMENT PLAN SERVICES, Service code 13 · EIN 25-1802421 INC. · CANONSBURG, PA 15317	Contract Administrator	$5,245

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$58 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.091%

all-in expense ratio

Categories reported

0 / 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: RUZOMBERKA HOLLAND RENK SMITH
Auditor EIN: 251899140
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,313

$76,551-44.7%

$123,894-65.8%

$62,881-32.7%

Participation rate

100.0%

73.0%+27.0pp

81.4%+18.6pp

69.3%+30.7pp

Annual return

8.32%

18.68%-10.4pp

47.52%-39.2pp

20.14%-11.8pp

Employer contribution / active EE

$2,456

$2,882-14.8%

$4,617-46.8%

$2,281+7.7%

Participant deferral / active EE

$6,382

$4,840+31.9%

$5,984+6.7%

$3,203+99.3%

Admin fee / account holder

$38

$4,826-99.2%

$8,357-99.5%

$4,296-99.1%

Provider

Service type

Compensation

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: CAPITAL RETIREMENT PLAN SERVICES,

Service code 13 · EIN 25-1802421

INC. · CANONSBURG, PA 15317

Contract Administrator

$5,245

VENTURE ENGINEERING & CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VENTURE ENGINEERING & 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