Retirement plan

PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC. - PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST, PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC.

PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC.EIN 46-3663184Plan #001PY 2015

PO BOX 2306 - NEWBURGH, NY 125500450845-245-6565LinkedIn11-50 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1M

No prior year

Total participants

No prior year

Average account balance

$93,616

No prior year

Annual return

-2.65%

No prior year

Benchmarks

See 30,162 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,162 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.40M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$456K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$61143

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 codes2J

Plan features

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

$452

$41 / participant

Other / not subdivided$452100.0%

% of EOY assets

0.044%

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

$93,616

$87,546+6.9%

$75,784+23.5%

$125,389-25.3%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

-2.65%

13.49%-16.1pp

9.68%-12.3pp

282.24%-284.9pp

Employer contribution / active EE

$11,790

$3,930+200.0%

$3,323+254.8%

$4,866+142.3%

Participant deferral / active EE

$6,043

$4,230+42.9%

$3,652+65.5%

$5,352+12.9%

Admin fee / account holder

$41

$6,503-99.4%

$5,300-99.2%

$9,541-99.6%

PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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