Retirement plan

VERTEX CONSTRUCTION COMPANY, LLC 401(K) PLAN

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

VERTEX CONSTRUCTION COMPANY, LLCEIN 47-1503936Plan #001PY 2017

721 CORPORATE CIRCLE - SALISBURY, NC 281479005704-310-5711vertexconstructionnc.comLinkedIn11-50 employeesconstruction

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$174K

+678.1% from 2016

Total participants

-5.9% from 2016

Average account balance

$11,596

+730.0% from 2016

Annual return

66.60%

+66.60 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$166K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+18.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$135

$8 / participant

Other / not subdivided$135100.0%

% of EOY assets

0.078%

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

$11,596

$106,008-89.1%

$92,240-87.4%

$147,586-92.1%

Participation rate

93.8%

80.4%+13.3pp

76.5%+17.3pp

82.8%+10.9pp

Annual return

66.60%

50.05%+16.5pp

176.29%-109.7pp

578.59%-512.0pp

Employer contribution / active EE

$1,891

$4,333-56.4%

$3,680-48.6%

$4,876-61.2%

Participant deferral / active EE

$6,661

$4,478+48.7%

$3,897+70.9%

$5,439+22.5%

Admin fee / account holder

$6,333-99.9%

$5,194-99.8%

$10,886-99.9%

VERTEX CONSTRUCTION COMPANY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VERTEX CONSTRUCTION COMPANY, 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