Retirement plan

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

Name: PERCONTEE, INC. - PERCONTEE, INC./CHANTILLY CRUSHED STONE, INC. PROFIT SHARING PLAN (2020) 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 2020

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.8M

+20.7% from 2019

Total participants

228

+6.5% from 2019

Average account balance

$78,838

+2.0% from 2019

Annual return

14.37%

-4.85 pp from 2019

Benchmarks

See 270 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants100-249

Cohort270 peers

Snapshot2020

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 1 by compensation

Provider	Service type	Compensation
SUNTRUST BANKS, INC.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308	Bank Trustee	$51,565

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$52K

$322 / participant

Contract admin$52K100.0%

% of EOY assets

0.307%

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

$78,838

$72,554+8.7%

$138,135-42.9%

$73,493+7.3%

Participation rate

90.6%

74.8%+15.8pp

78.7%+11.9pp

70.7%+19.9pp

Annual return

14.37%

17.50%-3.1pp

20.51%-6.1pp

28.51%-14.1pp

Employer contribution / active EE

$2,600

$3,511-25.9%

$5,587-53.5%

$2,270+14.5%

Participant deferral / active EE

$3,215

$4,908-34.5%

$6,431-50.0%

$3,740-14.0%

Admin fee / account holder

$242

$464-47.9%

$11,856-98.0%

$513-52.8%

Provider

Service type

Compensation

SUNTRUST BANKS, INC.6+ years

Service code 21

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

Bank Trustee

$51,565

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