Retirement plan

PERCONTEE, INC./CHANTILLY CRUSHED STONE, INC. PROFIT SHARING PLAN

Name: PERCONTEE, INC. - PERCONTEE, INC./CHANTILLY CRUSHED STONE, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: PERCONTEE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERCONTEE, INC./CHANTILLY CRUSHED STONE, INC. PROFIT SHARING PLAN, PERCONTEE, INC.

PERCONTEE, INC.EIN 52-0564430Plan #001PY 2018

11900 TECH ROAD - SILVER SPRING, MD 20904301-622-0100perconteereclamation.comLinkedIn51-200 employeesconstruction

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$11.1M

+0.3% from 2017

Total participants

183

0.0% from 2017

Average account balance

$72,098

-1.0% from 2017

Annual return

-4.38%

-17.40 pp from 2017

Benchmarks

See 302 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants100-249

Cohort302 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.36M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

306

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

$1.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$96

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 3 by compensation

Provider	Service type	Compensation
SUNTRUST BANKS, INC.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308	Bank Trustee	$24,576
MILES & STOCKBRIDGE1 year Filed as: MILES & STOCKBRIDGE P.C. Service code 29 100 LIGHT STREET · BALTIMORE, MD 21202	Legal	$5,750
BERMAN GOLDMAN & RIBAKOW LLP1 year Filed as: BERMAN GOLDMAN AND RIBAKOW Service code 10 · EIN 52-0624225	Accounting	$4,000

Plan features & details

Pension benefit codes2E2H2J2T3B3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$34K

$249 / participant

Contract admin$34K100.0%

% of EOY assets

0.309%

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: UHY, LLP
Auditor EIN: 200694403
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,098

$60,396+19.4%

$111,392-35.3%

$56,289+28.1%

Participation rate

79.0%

72.4%+6.6pp

78.9%+0.1pp

69.9%+9.1pp

Annual return

-4.38%

20.26%-24.6pp

-2.06%-2.3pp

-9.96%+5.6pp

Employer contribution / active EE

$2,174

$3,459-37.2%

$4,328-49.8%

$2,111+3.0%

Participant deferral / active EE

$2,547

$4,421-42.4%

$5,567-54.2%

$3,350-24.0%

Admin fee / account holder

$223

$610-63.5%

$12,266-98.2%

$521-57.2%

Provider

Service type

Compensation

SUNTRUST BANKS, INC.4+ years

Service code 21

303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308

Bank Trustee

$24,576

MILES & STOCKBRIDGE1 year

Filed as: MILES & STOCKBRIDGE P.C.

Service code 29

100 LIGHT STREET · BALTIMORE, MD 21202

Legal

$5,750

BERMAN GOLDMAN & RIBAKOW LLP1 year

Filed as: BERMAN GOLDMAN AND RIBAKOW

Service code 10 · EIN 52-0624225

Accounting

$4,000

PERCONTEE, INC./CHANTILLY CRUSHED STONE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PERCONTEE, INC./CHANTILLY CRUSHED STONE, INC. PROFIT SHARING 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