Retirement plan

SAMPSON CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: SAMPSON CONSTRUCTION CO., INC. - SAMPSON CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: SAMPSON CONSTRUCTION CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAMPSON CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST, SAMPSON CONSTRUCTION CO., INC.

SAMPSON CONSTRUCTION CO., INC.EIN 47-0541510Plan #002PY 2015

3730 SOUTH 14TH - LINCOLN, NE 68502402-434-5450sampson-construction.comLinkedIn201-500 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$24.3M

No prior year

Total participants

346

No prior year

Average account balance

$82,375

No prior year

Annual return

-2.39%

No prior year

Benchmarks

See 885 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort885 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$48.43M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

393

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

$3.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$363

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 6 by compensation

Provider	Service type	Compensation
CLARKE LANZEN SKALLA INVESTMENT FIR1+ years Filed as: CLARKE LANZEN SKALLA INVESTMENTS Service code 26 17605 WRIGHT ST · OMAHA, NE 68130	Advisory (Participants)	$35,336
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$22,030
STRAIN SLATTERY BARKLEY & CO CPAS1+ years Filed as: STRAIN SLATTERY BARKLEY & CO. Service code 10 7130 S 29TH STREET STE F · LINCOLN, NE 685165825	Accounting	$9,600
NEWPORT GROUP, INC.1+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PARKWAY, SUITE 100 · WEST DES MOINES, IA 50266	Recordkeeping	$7,360
FIRST NEBRASKA TRUST COMPANY1+ years Service code 21 PO BOX 81667 · LINCOLN, NE 685011667	Bank Trustee	$0
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$54K

$178 / participant

Investment mgmt$36K67.8%
Other / not subdivided$17K32.2%

% of EOY assets

0.221%

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: STRAIN SLATTERY BARKLEY & CO., CPA
Auditor EIN: 470731426
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,375

$50,498+63.1%

$75,784+8.7%

$55,191+49.3%

Participation rate

83.1%

69.4%+13.7pp

75.8%+7.3pp

69.2%+14.0pp

Annual return

-2.39%

1.80%-4.2pp

9.68%-12.1pp

10.78%-13.2pp

Employer contribution / active EE

$2,439

$2,291+6.5%

$3,323-26.6%

$1,899+28.5%

Participant deferral / active EE

$3,211

$2,589+24.0%

$3,652-12.1%

$3,046+5.4%

Admin fee / account holder

$182

$123+47.9%

$5,300-96.6%

$91+100.4%

Provider

Service type

Compensation

CLARKE LANZEN SKALLA INVESTMENT FIR1+ years

Filed as: CLARKE LANZEN SKALLA INVESTMENTS

Service code 26

17605 WRIGHT ST · OMAHA, NE 68130

Advisory (Participants)

$35,336

NATIONWIDE1+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$22,030

STRAIN SLATTERY BARKLEY & CO CPAS1+ years

Filed as: STRAIN SLATTERY BARKLEY & CO.

Service code 10

7130 S 29TH STREET STE F · LINCOLN, NE 685165825

Accounting

$9,600

NEWPORT GROUP, INC.1+ years

Filed as: KIDDER BENEFITS CONSULTANTS, INC.

Service code 15

5700 WESTOWN PARKWAY, SUITE 100 · WEST DES MOINES, IA 50266

Recordkeeping

$7,360

FIRST NEBRASKA TRUST COMPANY1+ years

Service code 21

PO BOX 81667 · LINCOLN, NE 685011667

Bank Trustee

LPL FINANCIAL1+ years

Filed as: LPL FINANCIAL, LLC

Service code 26

4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121

Advisory (Participants)

SAMPSON CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAMPSON CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & 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