Retirement plan

C.R. MCLELLON BUILDER, INC. PROFIT SHARING PLAN

Name: MARQUEE HOMES, INC. - C.R. MCLELLON BUILDER, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: MARQUEE HOMES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.R. MCLELLON BUILDER, INC. PROFIT SHARING PLAN, MARQUEE HOMES, INC.

MARQUEE HOMES, INC.EIN 54-1341925Plan #001PY 2020

538 G. WYTHE CREEK ROAD - POQUOSON, VA 236621569757-868-9707marqueehomesva.comLinkedIn1-10 employeesconstruction

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$428K

+5.7% from 2019

Total participants

+23.5% from 2019

Average account balance

$25,152

+5.7% from 2019

Annual return

5.71%

-3.15 pp from 2019

Benchmarks

See 42,050 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,050 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.04%

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 codes2E2H2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return 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).

Expense breakdown

Schedule H Part II

Admin total

$8K

$487 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.820%

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

$25,152

$115,780-78.3%

$101,255-75.2%

$158,931-84.2%

Participation rate

75.0%

79.4%-4.4pp

75.8%-0.8pp

82.0%-7.0pp

Annual return

5.71%

56.14%-50.4pp

46.48%-40.8pp

302.86%-297.1pp

Employer contribution / active EE

$4,175-100.0%

$3,660-100.0%

$4,761-100.0%

Participant deferral / active EE

$4,958-100.0%

$4,370-100.0%

$5,982-100.0%

Admin fee / account holder

$458

$7,246-93.7%

$5,946-92.3%

$11,247-95.9%

C.R. MCLELLON BUILDER, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.R. MCLELLON BUILDER, 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