Retirement plan

ATLANTA CONTRACT GLAZING, INC. EMPLOYEES RETIREMENT PLAN

Name: ATLANTA CONTRACT GLAZING, INC. - ATLANTA CONTRACT GLAZING, INC. EMPLOYEES RETIREMENT PLAN (2018) Form 5500
Creator: ATLANTA CONTRACT GLAZING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLANTA CONTRACT GLAZING, INC. EMPLOYEES RETIREMENT PLAN, ATLANTA CONTRACT GLAZING, INC.

ATLANTA CONTRACT GLAZING, INC.EIN 58-2056878Plan #001PY 2018

3084-B EMERY CIRCLE SW - AUSTELL, GA 30168770-819-8686LinkedIn1-10 employeesconstruction

Prospect flagsLow participationHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$5.4M

+11.0% from 2017

Total participants

-4.5% from 2017

Average account balance

$675,938

+11.0% from 2017

Annual return

5.32%

-6.74 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.90M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$175K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+15.08%

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 codes2E2F2G2J2T3D

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$88 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.032%

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

$675,938

$97,761+591.4%

$83,850+706.1%

$135,382+399.3%

Participation rate

35.0%

80.0%-45.0pp

76.1%-41.1pp

82.6%-47.6pp

Annual return

5.32%

1287.44%-1282.1pp

850.92%-845.6pp

519.77%-514.5pp

Employer contribution / active EE

$8,632

$4,222+104.5%

$3,631+137.7%

$4,779+80.6%

Participant deferral / active EE

$5,161

$4,682+10.2%

$4,082+26.4%

$5,609-8.0%

Admin fee / account holder

$219

$6,674-96.7%

$5,478-96.0%

$10,829-98.0%

ATLANTA CONTRACT GLAZING, INC. EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLANTA CONTRACT GLAZING, INC. EMPLOYEES 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