Retirement plan

DERRY CASEY BUILDERS, INC. PROFIT SHARING/401(K) PLAN

Name: DERRY CASEY BUILDERS, INC. - DERRY CASEY BUILDERS, INC. PROFIT SHARING/401(K) PLAN (2020) Form 5500
Creator: DERRY CASEY BUILDERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DERRY CASEY BUILDERS, INC. PROFIT SHARING/401(K) PLAN, DERRY CASEY BUILDERS, INC.

DERRY CASEY BUILDERS, INC.EIN 46-4736561Plan #002PY 2020

450 SUTTER STREET, #2141 - SAN FRANCISCO, CA 94108415-831-4615LinkedIn1-10 employeesconstruction

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$421K

+36.2% from 2018

Total participants

+22.2% from 2018

Average account balance

$210,744

+36.2% from 2018

Annual return

9.68%

+20.51 pp from 2018

Benchmarks

See 42,032 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,032 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$513K

Not enough data

1 years with asset history on file

Average account balance

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

$513K

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.

14.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5155

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

2 tripped

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

$4K

$450 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.067%

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

$210,744

$115,814+82.0%

$101,275+108.1%

$158,982+32.6%

Participation rate

10.0%

79.4%-69.4pp

75.8%-65.8pp

82.0%-72.0pp

Annual return

9.68%

56.16%-46.5pp

46.48%-36.8pp

302.99%-293.3pp

Employer contribution / active EE

$4,176-100.0%

$3,660-100.0%

$4,763-100.0%

Participant deferral / active EE

$4,958-100.0%

$4,371-100.0%

$5,983-100.0%

Admin fee / account holder

$2,250

$7,249-69.0%

$5,948-62.2%

$11,252-80.0%

DERRY CASEY BUILDERS, INC. PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DERRY CASEY BUILDERS, INC. PROFIT SHARING/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