Retirement plan

CONTRACTOR COMPLIANCE AND MONITORING, INC. 401(K) PLAN

Name: CONTRACTOR COMPLIANCE AND MONITORING, INC. - CONTRACTOR COMPLIANCE AND MONITORING, INC. 401(K) PLAN (2019) Form 5500
Creator: CONTRACTOR COMPLIANCE AND MONITORING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONTRACTOR COMPLIANCE AND MONITORING, INC. 401(K) PLAN, CONTRACTOR COMPLIANCE AND MONITORING, INC.

CONTRACTOR COMPLIANCE AND MONITORING, INC.EIN 46-0509386Plan #001PY 2019

635 MARINERS ISLAND BLVD., SUITE 20 - SAN MATEO, CA 94404650-522-4403LinkedIn1-10 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+34.3% from 2018

Total participants

-10.0% from 2018

Average account balance

$65,636

+42.7% from 2018

Annual return

23.94%

+38.50 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.92M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

94.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$153K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22997

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 codes2E2J

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.

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

$269

$18 / participant

Other / not subdivided$269100.0%

% of EOY assets

0.026%

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

$65,636

$157,276-58.3%

$141,177-53.5%

$152,885-57.1%

Participation rate

86.7%

84.8%+1.8pp

82.5%+4.2pp

Annual return

23.94%

64.33%-40.4pp

71.40%-47.5pp

345.39%-321.5pp

Employer contribution / active EE

$1,955

$5,262-62.8%

$4,736-58.7%

$4,763-58.9%

Participant deferral / active EE

$3,464

$7,110-51.3%

$6,710-48.4%

$5,851-40.8%

Admin fee / account holder

$17

$12,123-99.9%

$10,263-99.8%

$11,598-99.9%

CONTRACTOR COMPLIANCE AND MONITORING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONTRACTOR COMPLIANCE AND MONITORING, INC. 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