Retirement plan

G C & E SYSTEMS GROUP, INC. UNION PENSION PLAN

Name: G C & E SYSTEMS GROUP, INC. - G C & E SYSTEMS GROUP, INC. UNION PENSION PLAN (2015) Form 5500
Creator: G C & E SYSTEMS GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G C & E SYSTEMS GROUP, INC. UNION PENSION PLAN, G C & E SYSTEMS GROUP, INC.

G C & E SYSTEMS GROUP, INC.EIN 58-2468870Plan #002PY 2015

5835 PEACHTREE CORNERS EAST, SUITE A - NORCROSS, GA 30092770-448-3908

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$94K

No prior year

Total participants

No prior year

Average account balance

$4,474

No prior year

Annual return

-1.50%

No prior year

Benchmarks

See 30,162 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,162 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$198K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

77.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$540

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 codes2C2F2T3D2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

$5K

$286 / participant

Other / not subdivided$5K100.0%

% of EOY assets

5.776%

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

$4,474

$87,546-94.9%

$75,784-94.1%

$125,389-96.4%

Participation rate

94.7%

80.2%+14.6pp

75.8%+18.9pp

83.2%+11.5pp

Annual return

-1.50%

13.49%-15.0pp

9.68%-11.2pp

282.24%-283.7pp

Employer contribution / active EE

$1,258

$3,930-68.0%

$3,323-62.2%

$4,866-74.2%

Participant deferral / active EE

$4,230-100.0%

$3,652-100.0%

$5,352-100.0%

Admin fee / account holder

$258

$6,503-96.0%

$5,300-95.1%

$9,541-97.3%

G C & E SYSTEMS GROUP, INC. UNION PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

G C & E SYSTEMS GROUP, INC. UNION PENSION 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