Retirement plan

WALKER & COMPANY 401(K) PROFIT SHARING PLAN

Name: WALKER & COMPANY CONSTRUCTION SERVICES, INC - WALKER & COMPANY 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: WALKER & COMPANY CONSTRUCTION SERVICES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALKER & COMPANY 401(K) PROFIT SHARING PLAN, WALKER & COMPANY CONSTRUCTION SERVICES, INC

WALKER & COMPANY CONSTRUCTION SERVICES, INCEIN 59-3274917Plan #001PY 2016

PO BOX 754 - WINTER PARK, FL 32790407-645-0500

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.5M

+13.4% from 2015

Total participants

+26.9% from 2015

Average account balance

$128,138

+3.0% from 2015

Annual return

8.60%

+8.65 pp from 2015

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.84M

Not enough data

1 years with asset history on file

Average account balance

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

$198K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+12.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30518

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 codes2E2F2J

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.

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

$586K

$8030 / participant

Other / not subdivided$586K100.0%

% of EOY assets

6.931%

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

$128,138

$56,894+125.2%

$84,753+51.2%

$62,881+103.8%

Participation rate

74.0%

68.5%+5.4pp

76.6%-2.6pp

69.3%+4.7pp

Annual return

8.60%

6.30%+2.3pp

22.78%-14.2pp

20.14%-11.5pp

Employer contribution / active EE

$9,427

$2,400+292.8%

$3,574+163.7%

$2,281+313.3%

Participant deferral / active EE

$3,089

$2,709+14.0%

$3,712-16.8%

$3,203-3.5%

Admin fee / account holder

$8,882

$3,581+148.0%

$5,333+66.5%

$4,296+106.8%

WALKER & COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALKER & COMPANY 401(K) PROFIT SHARING 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