Retirement plan

VERTEX CONSTRUCTION COMPANY, LLC 401(K) PLAN

Name: VERTEX CONSTRUCTION COMPANY, LLC - VERTEX CONSTRUCTION COMPANY, LLC 401(K) PLAN (2018) 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 2018

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$352K

+102.7% from 2017

Total participants

-12.5% from 2017

Average account balance

$25,177

+117.1% from 2017

Annual return

52.82%

-13.78 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$25,177

$97,729-74.2%

$83,830-70.0%

$135,379-81.4%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

52.82%

1287.52%-1234.7pp

850.97%-798.2pp

519.79%-467.0pp

Employer contribution / active EE

$779

$4,222-81.5%

$3,631-78.5%

$4,779-83.7%

Participant deferral / active EE

$5,413

$4,683+15.6%

$4,082+32.6%

$5,609-3.5%

Admin fee / account holder

$6,674-100.0%

$5,479-100.0%

$10,828-100.0%

VERTEX CONSTRUCTION COMPANY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VERTEX CONSTRUCTION COMPANY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion