Retirement plan

MCGEORGE CONTRACTING CO., INC. RETIREMENT SAVINGS PLAN

Name: MCGEORGE CONTRACTING CO., INC. - MCGEORGE CONTRACTING CO., INC. RETIREMENT SAVINGS PLAN (2022) Form 5500
Creator: MCGEORGE CONTRACTING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCGEORGE CONTRACTING CO., INC. RETIREMENT SAVINGS PLAN, MCGEORGE CONTRACTING CO., INC.

MCGEORGE CONTRACTING CO., INC.EIN 71-0207991Plan #003PY 2022

P.O. BOX 7008 - PINE BLUFF, AR 716117008870-534-7120LinkedIn11-50 employeesaccounting

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed May 30, 2013

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$76.2M

-7.1% from 2021

Total participants

690

+3.8% from 2021

Average account balance

$110,376

-10.5% from 2021

Annual return

-9.48%

-19.44 pp from 2021

Benchmarks

See 192 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants250-999

Cohort192 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$95.61M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

791

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.

98.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+10.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$114

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 06199	Advisory (Plan)	$20,173
VOYA RETIREMENT INSURANCE & ANNUITY3 years Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199	Advisory (Participants)	$20,173
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY ELDREDGE AND CLARK LLLP Service code 29 · EIN 71-0253637 400 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201	Legal	$6,001

Plan features & details

Pension benefit codes2E2G2J2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$22K

$51 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HOGAN TAYLOR, LLP
Auditor EIN: 711413977
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$110,376

$72,482+52.3%

$129,118-14.5%

$64,824+70.3%

Participation rate

100.0%

79.2%+20.8pp

77.2%+22.8pp

71.5%+28.5pp

Annual return

-9.48%

-9.08%-0.4pp

-10.94%+1.5pp

32.84%-42.3pp

Employer contribution / active EE

$9,033

$4,247+112.7%

$5,051+78.8%

$2,507+260.3%

Participant deferral / active EE

$5,022

$5,679-11.6%

$6,539-23.2%

$4,311+16.5%

Admin fee / account holder

$32

$144-77.7%

$14,305-99.8%

$188-82.8%

Provider

Service type

Compensation

MORNINGSTAR8+ years

Service code 27 · EIN 36-3297908

P.O. BOX 990067 · HARTFORD, CT 06199

Advisory (Plan)

$20,173

VOYA RETIREMENT INSURANCE & ANNUITY3 years

Filed as: VOYA RETIREMENT INS. & ANNUITY CO.

Service code 26 · EIN 71-0294708

P.O. BOX 990067 · HARTFORD, CT 06199

Advisory (Participants)

$20,173

FRIDAY ELDREDGE & CLARK1 year

Filed as: FRIDAY ELDREDGE AND CLARK LLLP

Service code 29 · EIN 71-0253637

400 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201

Legal

$6,001

MCGEORGE CONTRACTING CO., INC. RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCGEORGE CONTRACTING CO., INC. RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

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