Retirement plan

CONTAMINANT CONTROL INC. AND AFFILIATED COMPANIES EMPLOYEES 401(K) PLAN

Name: CONTAMINANT CONTROL, INC. - CONTAMINANT CONTROL INC. AND AFFILIATED COMPANIES EMPLOYEES 401(K) PLAN (2020) Form 5500
Creator: CONTAMINANT CONTROL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONTAMINANT CONTROL INC. AND AFFILIATED COMPANIES EMPLOYEES 401(K) PLAN, CONTAMINANT CONTROL, INC.

CONTAMINANT CONTROL, INC.EIN 56-1637171Plan #002PY 2020

281 LANE PARKWAY - SALISBURY, NC 28146704-273-1500LinkedIn11-50 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.8M

+9.4% from 2019

Total participants

105

-4.5% from 2019

Average account balance

$31,927

-0.6% from 2019

Annual return

12.60%

-6.45 pp from 2019

Benchmarks

See 4,277 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,277 peers

Snapshot2020

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.14M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

77.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$235K

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

+14.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1300

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

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH PIERCE PENNER & SMITH Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484	Advisory (Plan)	$5,305
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$4,654
TRINITY PENSION GROUP, LLC4 years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282	Contract Administrator	$4,339
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$3,043
TRINITY PENSION GROUP, LLC4 years Service code 13	Contract Administrator	$1,464
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55	Other Commissions	$599
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVENUE 26TH FL 1 · SEATTLE, WA 98161	Other Commissions	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$16K

$179 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.905%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DODSON, SHELTON & NELSON, PA
Auditor EIN: 561684013
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,927

$52,279-38.9%

$89,391-64.3%

$79,858-60.0%

Participation rate

43.8%

57.5%-13.7pp

68.0%-24.2pp

69.6%-25.8pp

Annual return

12.60%

22.16%-9.6pp

245.62%-233.0pp

31.71%-19.1pp

Employer contribution / active EE

$342

$1,572-78.2%

$2,586-86.8%

$2,471-86.2%

Participant deferral / active EE

$1,669

$2,740-39.1%

$3,890-57.1%

$3,740-55.4%

Admin fee / account holder

$289

$3,356-91.4%

$4,881-94.1%

$5,306-94.6%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH PIERCE PENNER & SMITH

Service code 27

4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484

Advisory (Plan)

$5,305

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$4,654

TRINITY PENSION GROUP, LLC4 years

Filed as: TRINITY PENSION GROUP

Service code 13 · EIN 20-0235252

PO BOX 2159 · JAMESTOWN, NC 27282

Contract Administrator

$4,339

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: ADVISED ASSETS GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$3,043

TRINITY PENSION GROUP, LLC4 years

Service code 13

Contract Administrator

$1,464

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH LIFE AGENCY, INC.

Service code 55

Other Commissions

$599

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH LIFE AGENCY INC

Service code 55

1215 4TH AVENUE 26TH FL 1 · SEATTLE, WA 98161

Other Commissions

CONTAMINANT CONTROL INC. AND AFFILIATED COMPANIES EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONTAMINANT CONTROL INC. AND AFFILIATED COMPANIES EMPLOYEES 401(K) 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