Retirement plan

THOMPSON CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: THOMPSON CONSTRUCTION GROUP, INC. - THOMPSON CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: THOMPSON CONSTRUCTION GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THOMPSON CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN, THOMPSON CONSTRUCTION GROUP, INC.

THOMPSON CONSTRUCTION GROUP, INC.EIN 57-0836917Plan #001PY 2020

100 NORTH MAIN STREET - SUMTER, SC 29150803-773-8005thompsonsoutheast.comLinkedIn1001-5000 employeesconstruction

Prospect flagsLow assets / participant

Top hat statement on fileNQDC

Filed March 21, 2016

Plan administrator

Plan administrator name— Sign in and upgrade to view

100 North Main Street

Sumter State: SC Zip Code: 29150

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Plans declared (4)

Employment and Deferred Compensation Agrmt for Christopher Curtis Hutto dated February 29, 20161 emp
Employment and Deferred Compensation Agrmt for John J. Halbig dated February 26, 20161 emp
Employment and Deferred Compensation Agrmt for Janice W. Poplin dated March 16, 20161 emp
Employment and Deferred Compensation Agrmt for Michael W. Gruber dated February 23, 20161 emp

Total covered: 4 employees

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Total assets (EOY)

$35.6M

+17.6% from 2019

Total participants

1,510

-14.4% from 2019

Average account balance

$25,047

+35.2% from 2019

Annual return

16.64%

-7.04 pp from 2019

Benchmarks

See 458 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort458 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$66.62M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

2,251

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.

77.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$76

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	$103,430
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347	Advisory (Plan)	$36,464
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY & CO. LLC Service code 27 · EIN 20-8764829	Advisory (Plan)	$25,959
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$5,643

Plan features & details

Pension benefit codes2F2J2K2S2T3D2E

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).
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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$171K

$171 / participant

Investment mgmt$6K3.3%
Other / not subdivided$166K96.7%

% of EOY assets

0.481%

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: BURKETT BURKETT & BURKETT,CPAS P.A.
Auditor EIN: 570692602
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,047

$81,719-69.3%

$101,271-75.3%

$90,274-72.3%

Participation rate

91.3%

80.7%+10.6pp

75.8%+15.5pp

73.4%+18.0pp

Annual return

16.64%

337.64%-321.0pp

46.48%-29.8pp

53.97%-37.3pp

Employer contribution / active EE

$1,646

$3,622-54.6%

$3,660-55.0%

$2,523-34.8%

Participant deferral / active EE

$5,982

$3,310+80.7%

$4,371+36.9%

$4,231+41.4%

Admin fee / account holder

$121

$162-25.6%

$5,948-98.0%

$114+5.7%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

$103,430

USI CONSULTING GROUP3 years

Filed as: USI ADVISORS INC

Service code 27 · EIN 06-1397347

Advisory (Plan)

$36,464

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY & CO. LLC

Service code 27 · EIN 20-8764829

Advisory (Plan)

$25,959

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$5,643

THOMPSON CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (4)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THOMPSON CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (4)

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