Retirement plan

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

Name: PERCONTEE, INC. - PERCONTEE, INC./CHANTILLY CRUSHED STONE, INC. PROFIT SHARING PLAN (2019) 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 2019

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

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$13.9M

+25.3% from 2018

Total participants

214

+16.9% from 2018

Average account balance

$77,296

+7.2% from 2018

Annual return

19.22%

+23.60 pp from 2018

Benchmarks

See 287 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants100-249

Cohort287 peers

Snapshot2019

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 2 by compensation

Provider	Service type	Compensation
SUNTRUST BANKS, INC.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308	Bank Trustee	$38,079
UHY LLP1 year Filed as: UHY, LLP Service code 10 · EIN 20-0694403	Accounting	$12,000

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

$50K

$311 / participant

Contract admin$50K100.0%

% of EOY assets

0.360%

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

$77,296

$67,703+14.2%

$127,803-39.5%

$65,185+18.6%

Participation rate

78.9%

74.5%+4.4pp

79.0%-0.1pp

70.2%+8.7pp

Annual return

19.22%

24.36%-5.1pp

26.14%-6.9pp

29.38%-10.2pp

Employer contribution / active EE

$1,803

$3,724-51.6%

$4,576-60.6%

$2,177-17.2%

Participant deferral / active EE

$2,832

$4,787-40.8%

$6,023-53.0%

$3,514-19.4%

Admin fee / account holder

$278

$618-55.0%

$9,399-97.0%

$847-67.2%

Provider

Service type

Compensation

SUNTRUST BANKS, INC.5+ years

Service code 21

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

Bank Trustee

$38,079

UHY LLP1 year

Filed as: UHY, LLP

Service code 10 · EIN 20-0694403

Accounting

$12,000

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