Retirement plan

GRADY CRAWFORD CONSTRUCTION CO. PROFIT SHARING PLAN

Name: GRADY CRAWFORD CONSTRUCTION CO. - GRADY CRAWFORD CONSTRUCTION CO. PROFIT SHARING PLAN (2017) 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 2017

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$5.9M

+18.8% from 2016

Total participants

189

+5.0% from 2016

Average account balance

$31,446

+13.2% from 2016

Annual return

11.89%

+17.67 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

$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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805	Advisory (Participants)	$36,124
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070	Contract Administrator	$17,359

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

$53K

$408 / participant

Investment mgmt$17K32.5%
Other / not subdivided$36K67.5%

% of EOY assets

0.900%

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

$31,446

$58,726-46.5%

$92,240-65.9%

$62,293-49.5%

Participation rate

100.0%

68.3%+31.7pp

76.5%+23.5pp

69.5%+30.5pp

Annual return

11.89%

43.62%-31.7pp

176.29%-164.4pp

28.90%-17.0pp

Employer contribution / active EE

$3,435

$2,392+43.6%

$3,680-6.6%

$2,042+68.2%

Participant deferral / active EE

$2,766-100.0%

$3,897-100.0%

$3,169-100.0%

Admin fee / account holder

$283

$556-49.1%

$5,194-94.6%

$479-41.0%

Provider

Service type

Compensation

STADION MONEY MANAGEMENT2+ years

Service code 26 · EIN 58-2099805

Advisory (Participants)

$36,124

LINCOLN NATIONAL CORPORATION2+ years

Service code 13 · EIN 35-1140070

Contract Administrator

$17,359

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