Retirement plan

THE CONTRACTORS RETIREMENT PLAN SHARING PLAN

Name: DIEDE CONSTRUCTION, INC. - THE CONTRACTORS RETIREMENT PLAN SHARING PLAN (2015) Form 5500
Creator: DIEDE CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CONTRACTORS RETIREMENT PLAN SHARING PLAN, DIEDE CONSTRUCTION, INC.

DIEDE CONSTRUCTION, INC.EIN 68-0257126Plan #004PY 2015

PO BOX 1007 - WOODBRIDGE, CA 95258209-369-8255diedeconstruction.comLinkedIn51-200 employeesconstruction

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$6.4M

No prior year

Total participants

128

No prior year

Average account balance

$50,293

No prior year

Annual return

-2.75%

No prior year

Benchmarks

See 1,997 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort1,997 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.52M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

154

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.

100.0%

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

$16K

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

+7.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes3D2E2F2G2J2T3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ERICKSON, DEMEL & CO., PLLC
Auditor EIN: 464064364
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,293

$50,464-0.3%

$75,784-33.6%

$52,331-3.9%

Participation rate

100.0%

66.8%+33.2pp

75.8%+24.2pp

68.1%+31.9pp

Annual return

-2.75%

1.03%-3.8pp

9.68%-12.4pp

4.54%-7.3pp

Employer contribution / active EE

$6,644

$1,988+234.1%

$3,323+99.9%

$1,882+253.1%

Participant deferral / active EE

$1,249

$2,570-51.4%

$3,652-65.8%

$3,022-58.7%

Admin fee / account holder

$1,103-100.0%

$5,300-100.0%

$592-100.0%

THE CONTRACTORS RETIREMENT PLAN SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE CONTRACTORS RETIREMENT PLAN SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion