Retirement plan

EXCELL CONSTRUCTION CORP. RETIREMENT PLAN

Name: EXCELL CONSTRUCTION CORP. - EXCELL CONSTRUCTION CORP. RETIREMENT PLAN (2017) Form 5500
Creator: EXCELL CONSTRUCTION CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXCELL CONSTRUCTION CORP. RETIREMENT PLAN, EXCELL CONSTRUCTION CORP.

EXCELL CONSTRUCTION CORP.EIN 47-3459537Plan #001PY 2017

5 DIVISION STREET BLDG A - EAST GREENWICH, RI 02818excellnortheast.comLinkedIn51-200 employeesconstruction

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$69K

No prior year

Total participants

-11.1% from 2016

Average account balance

$11,492

No prior year

Annual return

0.00%

0.00 pp from 2016

Benchmarks

See 37,230 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,230 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$244

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 codes2E2F2G2J3D

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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$104

$13 / participant

Other / not subdivided$104100.0%

% of EOY assets

0.151%

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

$11,492

$106,005-89.2%

$92,239-87.5%

$147,585-92.2%

Participation rate

75.0%

80.4%-5.4pp

76.5%-1.5pp

82.8%-7.8pp

Annual return

0.00%

50.05%-50.1pp

176.29%-176.3pp

578.58%-578.6pp

Employer contribution / active EE

$4,333-100.0%

$3,680-100.0%

$4,876-100.0%

Participant deferral / active EE

$4,674

$4,478+4.4%

$3,897+19.9%

$5,439-14.1%

Admin fee / account holder

$17

$6,333-99.7%

$5,194-99.7%

$10,886-99.8%

EXCELL CONSTRUCTION CORP. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXCELL CONSTRUCTION CORP. RETIREMENT 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