Retirement plan

PROFIT SHAR. PLAN OF N.E.BOB WALTZ PLBG & HTG, INC

Name: N.E.BOB WALTZ PLBG & HTG, INC. - PROFIT SHAR. PLAN OF N.E.BOB WALTZ PLBG & HTG, INC (2017) Form 5500
Creator: N.E.BOB WALTZ PLBG & HTG, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHAR. PLAN OF N.E.BOB WALTZ PLBG & HTG, INC, N.E.BOB WALTZ PLBG & HTG, INC.

N.E.BOB WALTZ PLBG & HTG, INC.EIN 52-0798001Plan #001PY 2017

8098 HILLMARK COURT - FREDERICK, MD 21704301-662-3588

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$3.1M

+13.0% from 2016

Total participants

+4.5% from 2016

Average account balance

$134,204

+8.1% from 2016

Annual return

12.84%

+17.88 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.96M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+22.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5921

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$141K

$6701 / participant

Other / not subdivided$141K100.0%

% of EOY assets

4.559%

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

$134,204

$106,008+26.6%

$92,240+45.5%

$147,586-9.1%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

12.84%

50.05%-37.2pp

176.29%-163.4pp

578.59%-565.7pp

Employer contribution / active EE

$5,238

$4,333+20.9%

$3,680+42.4%

$4,876+7.4%

Participant deferral / active EE

$4,478-100.0%

$3,897-100.0%

$5,439-100.0%

Admin fee / account holder

$6,118

$6,333-3.4%

$5,194+17.8%

$10,886-43.8%

PROFIT SHAR. PLAN OF N.E.BOB WALTZ PLBG & HTG, INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHAR. PLAN OF N.E.BOB WALTZ PLBG & HTG, INC

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