Retirement plan

CLARK GROUP FIELD RETIREMENT PLAN

Name: CLARK CONSTRUCTION GROUP LLC - CLARK GROUP FIELD RETIREMENT PLAN (2015) Form 5500
Creator: CLARK CONSTRUCTION GROUP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLARK GROUP FIELD RETIREMENT PLAN, CLARK CONSTRUCTION GROUP LLC

CLARK CONSTRUCTION GROUP LLCEIN 56-2447399Plan #003PY 2015

7500 OLD GEORGETOWN ROAD - BETHESDA, MD 20814301-272-8100

Other plans on this EIN

1 filing

#001Retirement-$489.8M assets

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$32.9M

-15.0% from 2016

Total participants

1,234

-8.0% from 2016

Average account balance

$26,655

-7.5% from 2016

Annual return

-11.65%

-19.06 pp from 2016

Benchmarks

See 885 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort885 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$60.53M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

1,375

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.

93.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.45M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 02062	Recordkeeping	$11,009
FINANCIAL ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303	Advisory (Participants)	$501

Plan features & details

Pension benefit codes2E2H2J2K2S2T3B3H

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$16K

$17 / participant

Investment mgmt$8K47.8%
Other / not subdivided$8K52.2%

% of EOY assets

0.049%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ARONSON LLC
Auditor EIN: 371611326
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,655

$50,498-47.2%

$75,784-64.8%

$55,191-51.7%

Participation rate

100.0%

69.4%+30.6pp

75.8%+24.2pp

69.2%+30.8pp

Annual return

-11.65%

1.80%-13.4pp

9.68%-21.3pp

10.78%-22.4pp

Employer contribution / active EE

$3,602

$2,291+57.2%

$3,323+8.4%

$1,899+89.7%

Participant deferral / active EE

$1,335

$2,589-48.4%

$3,652-63.4%

$3,046-56.2%

Admin fee / account holder

$13

$123-89.5%

$5,300-99.8%

$91-85.7%

Provider

Service type

Compensation

MERCER1+ years

Filed as: MERCER HR SERVICES, LLC

Service code 15

INVESTORS WAY · NORWOOD, MA 02062

Recordkeeping

$11,009

FINANCIAL ENGINES1+ years

Service code 26

1804 EMBARCADERO ROAD · PALO ALTO, CA 94303

Advisory (Participants)

$501

CLARK GROUP FIELD RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLARK GROUP FIELD RETIREMENT 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