Retirement plan

EXCELL CONSTRUCTION CORP. RETIREMENT PLAN

Name: EXCELL CONSTRUCTION CORP. - EXCELL CONSTRUCTION CORP. RETIREMENT PLAN (2018) 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 2018

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$204K

+196.3% from 2017

Total participants

+87.5% from 2017

Average account balance

$17,026

+48.2% from 2017

Annual return

-22.80%

-22.80 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$194K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+17.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2442

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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$119 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.817%

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

$17,026

$97,761-82.6%

$83,850-79.7%

$135,382-87.4%

Participation rate

78.6%

80.0%-1.4pp

76.1%+2.4pp

82.6%-4.1pp

Annual return

-22.80%

1287.44%-1310.2pp

850.92%-873.7pp

519.77%-542.6pp

Employer contribution / active EE

$4,512

$4,222+6.9%

$3,631+24.3%

$4,779-5.6%

Participant deferral / active EE

$6,373

$4,682+36.1%

$4,082+56.1%

$5,609+13.6%

Admin fee / account holder

$139

$6,674-97.9%

$5,478-97.5%

$10,829-98.7%

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