Retirement plan

T.D. FARRELL CONSTRUCTION, INC. PROFIT SHARING PLAN AND TRUST

Name: T. D. FARRELL CONSTRUCTION, INC. - T.D. FARRELL CONSTRUCTION, INC. PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: T. D. FARRELL CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, T.D. FARRELL CONSTRUCTION, INC. PROFIT SHARING PLAN AND TRUST, T. D. FARRELL CONSTRUCTION, INC.

T. D. FARRELL CONSTRUCTION, INC.EIN 58-2264120Plan #001PY 2017

530 STAGHORN COURT - ALPHARETTA, GA 30004770-754-3110tdfarrell.comLinkedIn51-200 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

+24.3% from 2016

Total participants

-14.3% from 2016

Average account balance

$80,871

+50.9% from 2016

Annual return

18.45%

+15.02 pp from 2016

Benchmarks

See 14,319 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,319 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.46M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$448K

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

+16.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24862

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Expense breakdown

Schedule H Part II

Admin total

$518K

$9088 / participant

Other / not subdivided$518K100.0%

% of EOY assets

11.438%

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

$80,871

$63,342+27.7%

$92,236-12.3%

$70,131+15.3%

Participation rate

82.5%

68.7%+13.8pp

76.5%+6.0pp

69.5%+12.9pp

Annual return

18.45%

530.15%-511.7pp

176.29%-157.8pp

73.14%-54.7pp

Employer contribution / active EE

$8,661

$2,471+250.5%

$3,679+135.4%

$2,342+269.7%

Participant deferral / active EE

$4,095

$2,854+43.5%

$3,897+5.1%

$3,332+22.9%

Admin fee / account holder

$9,250

$3,840+140.9%

$5,194+78.1%

$4,645+99.1%

T.D. FARRELL CONSTRUCTION, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

T.D. FARRELL CONSTRUCTION, INC. PROFIT SHARING PLAN AND TRUST

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