Retirement plan

SAVINGS PLAN OF THE NEWTRON GROUP, L.L.C. AND SUBSIDIARIES

Name: THE NEWTRON GROUP, L.L.C. - SAVINGS PLAN OF THE NEWTRON GROUP, L.L.C. AND SUBSIDIARIES (2017) Form 5500
Creator: THE NEWTRON GROUP, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAVINGS PLAN OF THE NEWTRON GROUP, L.L.C. AND SUBSIDIARIES, THE NEWTRON GROUP, L.L.C.

THE NEWTRON GROUP, L.L.C.EIN 72-0955705Plan #001PY 2017

8183 W EL CAJON DR - BATON ROUGE, LA 708158035225-927-8921thenewtrongroup.comLinkedIn1001-5000 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement-$797K assets

Prospect flagsLow participationLow employer contributionCorrective distributions

Top hat statement on fileNQDC

Filed September 9, 2009

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)

$67M

+21.2% from 2016

Total participants

1,435

-4.2% from 2016

Average account balance

$66,496

+24.7% from 2016

Annual return

17.21%

+9.34 pp from 2016

Benchmarks

See 390 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort390 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$134.82M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

1,205

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.

47.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.92M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$161

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 5 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290	Contract Administrator	$74,408
GALLAGHER FIDUCIARY ADVISORS, LLC3+ years Filed as: GALLAGHER BENEFIT SERVICES INC Service code 49 · EIN 36-4291971	Other Services	$34,000
HANNIS T. BOURGEOIS, LLP1 year Filed as: HANNIS T BOURGEOIS LLP Service code 10 · EIN 72-0636725	Accounting	$10,305
KESTRA INVESTMENT SERVICES LLC2+ years Service code 49 · EIN 74-2794194	Other Services	$6,827
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

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.
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.
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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$88K

$69 / participant

Investment mgmt$1K1.4%
Contract admin$74K84.5%
Other / not subdivided$12K14.1%

% of EOY assets

0.131%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HANNIS T. BOURGEOIS
Auditor EIN: 720636725
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,496

$221,442-70.0%

$92,233-27.9%

$77,958-14.7%

Participation rate

66.5%

79.6%-13.1pp

76.5%-10.0pp

71.6%-5.2pp

Annual return

17.21%

15.65%+1.6pp

176.28%-159.1pp

20.87%-3.7pp

Employer contribution / active EE

$671

$3,226-79.2%

$3,679-81.8%

$2,310-71.0%

Participant deferral / active EE

$3,789

$2,779+36.3%

$3,897-2.8%

$3,537+7.1%

Admin fee / account holder

$87

$210-58.4%

$5,194-98.3%

$97-10.3%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$74,408

GALLAGHER FIDUCIARY ADVISORS, LLC3+ years

Filed as: GALLAGHER BENEFIT SERVICES INC

Service code 49 · EIN 36-4291971

Other Services

$34,000

HANNIS T. BOURGEOIS, LLP1 year

Filed as: HANNIS T BOURGEOIS LLP

Service code 10 · EIN 72-0636725

Accounting

$10,305

KESTRA INVESTMENT SERVICES LLC2+ years

Service code 49 · EIN 74-2794194

Other Services

$6,827

WILSHIRE ASSOCIATES INCORPORATED3+ years

Service code 27 · EIN 95-2755361

Advisory (Plan)

SAVINGS PLAN OF THE NEWTRON GROUP, L.L.C. AND SUBSIDIARIES

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAVINGS PLAN OF THE NEWTRON GROUP, L.L.C. AND SUBSIDIARIES

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