Retirement plan

MASONRY & PRECAST SPECIALTY SERVICES 401(K) SAFE HARBOR PLAN

Name: CHRISTENSEN SPECIALTY DIVISION, INC - MASONRY & PRECAST SPECIALTY SERVICES 401(K) SAFE HARBOR PLAN (2016) Form 5500
Creator: CHRISTENSEN SPECIALTY DIVISION, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MASONRY & PRECAST SPECIALTY SERVICES 401(K) SAFE HARBOR PLAN, CHRISTENSEN SPECIALTY DIVISION, INC

CHRISTENSEN SPECIALTY DIVISION, INCEIN 68-0516191Plan #001PY 2016

726 N. FRONTIER DRIVE - PAPILLION, NE 68046402-573-5939

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$481K

+21.5% from 2015

Total participants

+16.7% from 2015

Average account balance

$96,251

-2.8% from 2015

Annual return

9.44%

+16.38 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$333K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+8.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30511

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$96,251

$90,486+6.4%

$78,676+22.3%

$273,972-64.9%

Participation rate

71.4%

76.5%-5.1pp

73.6%-2.1pp

83.0%-11.6pp

Annual return

9.44%

75.62%-66.2pp

62.19%-52.7pp

41.46%-32.0pp

Employer contribution / active EE

$1,680

$3,175-47.1%

$2,850-41.1%

$4,869-65.5%

Participant deferral / active EE

$5,164

$3,901+32.4%

$3,517+46.8%

$5,287-2.3%

Admin fee / account holder

$5,263-100.0%

$4,510-100.0%

$10,133-100.0%

MASONRY & PRECAST SPECIALTY SERVICES 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MASONRY & PRECAST SPECIALTY SERVICES 401(K) SAFE HARBOR 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