Retirement plan

PDG CONSTRUCTION SERVICES, INC. 401(K) RETIREMENT PLAN

Name: PDG CONSTRUCTION SERVICES, INC. - PDG CONSTRUCTION SERVICES, INC. 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: PDG CONSTRUCTION SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PDG CONSTRUCTION SERVICES, INC. 401(K) RETIREMENT PLAN, PDG CONSTRUCTION SERVICES, INC.

PDG CONSTRUCTION SERVICES, INC.EIN 45-4980915Plan #001PY 2017

27600 SW 95TH AVENUE, SUITE 100 - WILSONVILLE, OR 97070503-674-3241pdginc.comLinkedIn11-50 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$416K

+43.4% from 2016

Total participants

-4.3% from 2016

Average account balance

$37,812

+43.4% from 2016

Annual return

16.45%

+6.73 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$703K

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$595

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 codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$90 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.390%

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

$37,812

$106,008-64.3%

$92,240-59.0%

$147,586-74.4%

Participation rate

38.9%

80.4%-41.5pp

76.5%-37.6pp

82.8%-43.9pp

Annual return

16.45%

50.05%-33.6pp

176.29%-159.8pp

578.59%-562.1pp

Employer contribution / active EE

$946

$4,333-78.2%

$3,680-74.3%

$4,876-80.6%

Participant deferral / active EE

$3,403

$4,478-24.0%

$3,897-12.7%

$5,439-37.4%

Admin fee / account holder

$147

$6,333-97.7%

$5,194-97.2%

$10,886-98.6%

PDG CONSTRUCTION SERVICES, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PDG CONSTRUCTION SERVICES, INC. 401(K) RETIREMENT 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