Retirement plan

SHAMROCK SERVICE COMPANY, INC. 401K PROFIT SHARING PLAN & TRUST

Name: SHAMROCK SERVICE COMPANY, INC. - SHAMROCK SERVICE COMPANY, INC. 401K PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: SHAMROCK SERVICE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHAMROCK SERVICE COMPANY, INC. 401K PROFIT SHARING PLAN & TRUST, SHAMROCK SERVICE COMPANY, INC.

SHAMROCK SERVICE COMPANY, INC.EIN 52-0850759Plan #001PY 2019

P.O. BOX 332 - GLENELG, MD 21737301-854-3495LinkedIn1-10 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$359K

+17.9% from 2018

Total participants

0.0% from 2018

Average account balance

$89,812

+17.9% from 2018

Annual return

15.34%

+23.35 pp from 2018

Benchmarks

See 40,734 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,734 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$302K

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+9.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D

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.
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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$89,812

$107,353-16.3%

$92,903-3.3%

$152,885-41.3%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

15.34%

145.62%-130.3pp

109.43%-94.1pp

345.39%-330.0pp

Employer contribution / active EE

$4,222-100.0%

$3,653-100.0%

$4,763-100.0%

Participant deferral / active EE

$1,926

$4,848-60.3%

$4,238-54.6%

$5,851-67.1%

Admin fee / account holder

$7,081-100.0%

$5,795-100.0%

$11,598-100.0%

SHAMROCK SERVICE COMPANY, INC. 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SHAMROCK SERVICE COMPANY, INC. 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion