Retirement plan

ODEBRECHT CONSTRUCTION 401 K PLAN

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

ODEBRECHT CONSTRUCTION, INC.EIN 65-0220703Plan #001PY 2016

201 ALHAMBRA CIRCLE SUITE 1000 - CORAL GABLES, FL 33134305-341-8832

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$27.5M

-6.5% from 2015

Total participants

385

-66.6% from 2015

Average account balance

$81,725

-7.4% from 2015

Annual return

7.58%

+5.04 pp from 2015

Benchmarks

See 2,382 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,382 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.83M

Not enough data

1 years with asset history on file

Average account balance

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

$237K

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.

126

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

$428K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+18.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY2+ years Service code 27 · EIN 71-0294708	Advisory (Plan)	$23,280
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908	Advisory (Plan)	$14,030

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$9K

$42 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.034%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FRIEDMAN CPA GROUP
Auditor EIN: 650124351
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,725

$52,884+54.5%

$84,753-3.6%

$55,167+48.1%

Participation rate

78.4%

67.5%+10.9pp

76.6%+1.8pp

69.0%+9.4pp

Annual return

7.58%

18.03%-10.4pp

22.78%-15.2pp

169.23%-161.6pp

Employer contribution / active EE

$6,347

$2,233+184.2%

$3,574+77.6%

$1,963+223.4%

Participant deferral / active EE

$8,329

$2,644+215.0%

$3,712+124.4%

$3,054+172.7%

Admin fee / account holder

$27

$581-95.3%

$5,333-99.5%

$504-94.6%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY2+ years

Service code 27 · EIN 71-0294708

Advisory (Plan)

$23,280

MORNINGSTAR2+ years

Service code 27 · EIN 36-3297908

Advisory (Plan)

$14,030

ODEBRECHT CONSTRUCTION 401 K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ODEBRECHT CONSTRUCTION 401 K 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