Retirement plan

ARCHITECTURAL BUILDING RESOURCES, LLC. 401(K) PLAN

Name: ARCHITECTURAL BUILDING RESOURCES, LLC - ARCHITECTURAL BUILDING RESOURCES, LLC. 401(K) PLAN (2017) Form 5500
Creator: ARCHITECTURAL BUILDING RESOURCES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCHITECTURAL BUILDING RESOURCES, LLC. 401(K) PLAN, ARCHITECTURAL BUILDING RESOURCES, LLC

ARCHITECTURAL BUILDING RESOURCES, LLCEIN 46-3455012Plan #001PY 2017

359 GOVERNORS HIGHWAY - SOUTH WINDSOR, CT 06074860-528-7285LinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+8.4% from 2016

Total participants

-17.6% from 2016

Average account balance

$129,773

+38.0% from 2016

Annual return

12.10%

+4.57 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.74M

Not enough data

1 years with asset history on file

Average account balance

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

$290K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1204

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$162K

$14762 / participant

Other / not subdivided$162K100.0%

% of EOY assets

11.375%

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

$129,773

$99,652+30.2%

$78,778+64.7%

$147,586-12.1%

Participation rate

72.7%

76.2%-3.5pp

69.2%+3.5pp

82.8%-10.1pp

Annual return

12.10%

47.28%-35.2pp

35.62%-23.5pp

578.59%-566.5pp

Employer contribution / active EE

$376

$2,796-86.6%

$1,986-81.1%

$4,876-92.3%

Participant deferral / active EE

$8,909

$3,664+143.2%

$2,958+201.1%

$5,439+63.8%

Admin fee / account holder

$14,762

$7,155+106.3%

$5,134+187.5%

$10,886+35.6%

ARCHITECTURAL BUILDING RESOURCES, LLC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARCHITECTURAL BUILDING RESOURCES, LLC. 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