Retirement plan

CONSTRUCTION INDUSTRY ROUND TABLE, INC. RETIREMENT PLAN

Name: CONSTRUCTION INDUSTRY ROUND TABLE, INC. - CONSTRUCTION INDUSTRY ROUND TABLE, INC. RETIREMENT PLAN (2017) Form 5500
Creator: CONSTRUCTION INDUSTRY ROUND TABLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONSTRUCTION INDUSTRY ROUND TABLE, INC. RETIREMENT PLAN, CONSTRUCTION INDUSTRY ROUND TABLE, INC.

CONSTRUCTION INDUSTRY ROUND TABLE, INC.EIN 52-2080795Plan #001PY 2017

8115 OLD DOMINION DR STE 210 - MC LEAN, VA 221022324202-466-6777

Prospect flagsHigh assets / participantLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+21.9% from 2016

Total participants

0.0% from 2016

Average account balance

$591,657

+21.9% from 2016

Annual return

12.96%

+0.14 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.01M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$56K

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

+7.49%

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$591,657

$99,011+497.6%

$86,582+583.3%

$147,586+300.9%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

12.96%

1312.75%-1299.8pp

965.08%-952.1pp

578.59%-565.6pp

Employer contribution / active EE

$43,239

$3,132+1280.4%

$2,839+1422.8%

$4,876+786.7%

Participant deferral / active EE

$3,972-100.0%

$3,609-100.0%

$5,439-100.0%

Admin fee / account holder

$5,709-100.0%

$4,904-100.0%

$10,886-100.0%

CONSTRUCTION INDUSTRY ROUND TABLE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CONSTRUCTION INDUSTRY ROUND TABLE, INC. RETIREMENT PLAN

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