Retirement plan

GRADY CRAWFORD CONSTRUCTION CO. PROFIT SHARING PLAN

Name: GRADY CRAWFORD CONSTRUCTION CO. - GRADY CRAWFORD CONSTRUCTION CO. PROFIT SHARING PLAN (2016) Form 5500
Creator: GRADY CRAWFORD CONSTRUCTION CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRADY CRAWFORD CONSTRUCTION CO. PROFIT SHARING PLAN, GRADY CRAWFORD CONSTRUCTION CO.

GRADY CRAWFORD CONSTRUCTION CO.EIN 72-0795086Plan #001PY 2016

12290 GREENWELL SPRINGS ROAD - BATON ROUGE, LA 70814225-275-7334LinkedIn11-50 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$5M

No prior year

Total participants

180

No prior year

Average account balance

$27,791

No prior year

Annual return

-5.78%

No prior year

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

$617K

Not enough data

1 years with asset history on file

Average account balance

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

$5K

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.

128

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.

64.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24

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
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805	Advisory (Participants)	$33,819
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070	Contract Administrator	$16,264

Plan features & details

Pension benefit codes2A2E3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$50K

$401 / participant

Investment mgmt$34K67.5%
Other / not subdivided$16K32.5%

% of EOY assets

1.001%

all-in expense ratio

Categories reported

1 / 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: LARRY JOHNSON, APAC
Auditor EIN: 721070528
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,791

$52,884-47.4%

$84,753-67.2%

$55,167-49.6%

Participation rate

100.0%

67.5%+32.5pp

76.6%+23.4pp

69.0%+31.0pp

Annual return

-5.78%

18.03%-23.8pp

22.78%-28.6pp

169.23%-175.0pp

Employer contribution / active EE

$3,200

$2,233+43.3%

$3,574-10.5%

$1,963+63.0%

Participant deferral / active EE

$2,644-100.0%

$3,712-100.0%

$3,054-100.0%

Admin fee / account holder

$278

$581-52.1%

$5,333-94.8%

$504-44.8%

Provider

Service type

Compensation

STADION MONEY MANAGEMENT1+ years

Service code 26 · EIN 58-2099805

Advisory (Participants)

$33,819

LINCOLN NATIONAL CORPORATION1+ years

Service code 13 · EIN 35-1140070

Contract Administrator

$16,264

GRADY CRAWFORD CONSTRUCTION CO. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRADY CRAWFORD CONSTRUCTION CO. PROFIT SHARING 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