Retirement plan

CR CONSTRUCTION LLC 401K PLAN

Name: CR CONSTRUCTION LLC - CR CONSTRUCTION LLC 401K PLAN (2018) Form 5500
Creator: CR CONSTRUCTION LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CR CONSTRUCTION LLC 401K PLAN, CR CONSTRUCTION LLC

CR CONSTRUCTION LLCEIN 45-4548451Plan #001PY 2018

7829 CENTER BLVD SE #151 - SNOQUALMIE, WA 98065425-888-0590crconstructionllc.comLinkedIn11-50 employeesconstruction

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$140K

+128.4% from 2017

Total participants

+50.0% from 2017

Average account balance

$17,513

+128.4% from 2017

Annual return

-11.08%

-11.08 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.13M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

107.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

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

+17.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3939

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 codes2E2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$921

$84 / participant

Other / not subdivided$921100.0%

% of EOY assets

0.657%

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

$17,513

$97,732-82.1%

$83,831-79.1%

$135,380-87.1%

Participation rate

63.6%

80.0%-16.3pp

76.1%-12.5pp

82.6%-19.0pp

Annual return

-11.08%

1287.56%-1298.6pp

850.99%-862.1pp

519.81%-530.9pp

Employer contribution / active EE

$2,274

$4,222-46.1%

$3,631-37.4%

$4,779-52.4%

Participant deferral / active EE

$5,505

$4,683+17.6%

$4,082+34.9%

$5,609-1.9%

Admin fee / account holder

$115

$6,675-98.3%

$5,479-97.9%

$10,828-98.9%

CR CONSTRUCTION LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CR CONSTRUCTION LLC 401K 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