Retirement plan

ODEBRECHT CONSTRUCTION 401 K PLAN

Name: ODEBRECHT CONSTRUCTION, INC. - ODEBRECHT CONSTRUCTION 401 K PLAN (2017) 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 2017

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$28.3M

+2.9% from 2016

Total participants

361

-6.2% from 2016

Average account balance

$80,715

-1.2% from 2016

Annual return

15.92%

+8.34 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

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 3 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY3+ years Service code 27 · EIN 71-0294708	Advisory (Plan)	$25,787
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908	Advisory (Plan)	$13,537
FRIEDMAN CPA GROUP1 year Service code 10 · EIN 65-0124351	Accounting	$7,000

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

$19K

$98 / participant

Other / not subdivided$19K100.0%

% of EOY assets

0.068%

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

$80,715

$58,726+37.4%

$92,240-12.5%

$62,293+29.6%

Participation rate

94.9%

68.3%+26.6pp

76.5%+18.4pp

69.5%+25.4pp

Annual return

15.92%

43.62%-27.7pp

176.29%-160.4pp

28.90%-13.0pp

Employer contribution / active EE

$4,455

$2,392+86.3%

$3,680+21.1%

$2,042+118.1%

Participant deferral / active EE

$5,646

$2,766+104.1%

$3,897+44.9%

$3,169+78.1%

Admin fee / account holder

$55

$556-90.1%

$5,194-98.9%

$479-88.6%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY3+ years

Service code 27 · EIN 71-0294708

Advisory (Plan)

$25,787

MORNINGSTAR3+ years

Service code 27 · EIN 36-3297908

Advisory (Plan)

$13,537

FRIEDMAN CPA GROUP1 year

Service code 10 · EIN 65-0124351

Accounting

$7,000

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