Retirement plan

WALKER & COMPANY 401(K) PROFIT SHARING PLAN

Name: WALKER & COMPANY CONSTRUCTION SERVICES, INC - WALKER & COMPANY 401(K) PROFIT SHARING PLAN (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.7M

+27.1% from 2016

Total participants

+5.9% from 2016

Average account balance

$141,421

+10.4% from 2016

Annual return

16.60%

+8.00 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.04M

Not enough data

1 years with asset history on file

Average account balance

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

$215K

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.

125.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+14.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22018

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

$173K

$2273 / participant

Other / not subdivided$173K100.0%

% of EOY assets

1.607%

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

$141,421

$63,346+123.3%

$92,239+53.3%

$70,124+101.7%

Participation rate

81.6%

68.7%+12.9pp

76.5%+5.1pp

69.5%+12.0pp

Annual return

16.60%

530.19%-513.6pp

176.29%-159.7pp

73.14%-56.5pp

Employer contribution / active EE

$10,047

$2,471+306.6%

$3,680+173.1%

$2,342+328.9%

Participant deferral / active EE

$3,448

$2,854+20.8%

$3,897-11.5%

$3,332+3.5%

Admin fee / account holder

$2,273

$3,841-40.8%

$5,194-56.2%

$4,645-51.1%

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