Retirement plan

PEI 401(K) PLAN

Name: PREMIER EARTHWORKS & INFASTRUCTURE, INC. - PEI 401(K) PLAN (2017) Form 5500
Creator: PREMIER EARTHWORKS & INFASTRUCTURE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEI 401(K) PLAN, PREMIER EARTHWORKS & INFASTRUCTURE, INC.

PREMIER EARTHWORKS & INFASTRUCTURE, INC.EIN 46-1535655Plan #001PY 2017

5600 SOUTH QUEBEC STREET SUITE 107A - GREENWOOD VILLAGE, CO 80111720-464-5801pei-corp.comLinkedIn51-200 employeesconstruction

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$579K

+269.5% from 2016

Total participants

342

+46.2% from 2016

Average account balance

$1,879

+120.7% from 2016

Annual return

66.11%

+66.11 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$982K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

67.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$116K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2861

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 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$3,871
RESOURCES INVESTMENT ADVISORS LLC1 year Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524	Advisory (Plan)	$1,510
CULVER RETIREMENT SERVICES, INC.1 year Service code 15 · EIN 84-0887119	Recordkeeping	$1,205

Plan features & details

Pension benefit codes2E2G2J2K2S3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$7K

$29 / participant

Contract admin$7K100.0%

% of EOY assets

1.138%

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: HUGHES & COMPANY, LLC
Auditor EIN: 813880933
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,879

$58,726-96.8%

$92,240-98.0%

$62,293-97.0%

Participation rate

85.0%

68.3%+16.7pp

76.5%+8.5pp

69.5%+15.5pp

Annual return

66.11%

43.62%+22.5pp

176.29%-110.2pp

28.90%+37.2pp

Employer contribution / active EE

$2,392-100.0%

$3,680-100.0%

$2,042-100.0%

Participant deferral / active EE

$1,470

$2,766-46.9%

$3,897-62.3%

$3,169-53.6%

Admin fee / account holder

$21

$556-96.2%

$5,194-99.6%

$479-95.5%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$3,871

RESOURCES INVESTMENT ADVISORS LLC1 year

Filed as: RESOURCES INVESTMENT ADVISORS, INC.

Service code 27 · EIN 43-1451524

Advisory (Plan)

$1,510

CULVER RETIREMENT SERVICES, INC.1 year

Service code 15 · EIN 84-0887119

Recordkeeping

$1,205

PEI 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEI 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