Retirement plan

AGC OF TEXAS HIGHWAY, HEAVY,UTILITIES & INDUSTRIAL BRANCH PENSION PLAN

Name: AGC OF TEXAS HIGHWAY, HEAVY, UTILITIES & INDUSTRIAL BRANCH - AGC OF TEXAS HIGHWAY, HEAVY,UTILITIES & INDUSTRIAL BRANCH PENSION PLAN (2015) Form 5500
Creator: AGC OF TEXAS HIGHWAY, HEAVY, UTILITIES & INDUSTRIAL BRANCH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AGC OF TEXAS HIGHWAY, HEAVY,UTILITIES & INDUSTRIAL BRANCH PENSION PLAN, AGC OF TEXAS HIGHWAY, HEAVY, UTILITIES & INDUSTRIAL BRANCH

AGC OF TEXAS HIGHWAY, HEAVY, UTILITIES & INDUSTRIAL BRANCHEIN 74-0940485Plan #001PY 2015

POST OFFICE BOX 2185 - AUSTIN, TX 78768512-478-4691LinkedIn11-50 employeescivic & social organization

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.5M

No prior year

Total participants

No prior year

Average account balance

$163,433

No prior year

Annual return

-0.98%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.64M

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

105.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$291K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+5.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$224K

$13974 / participant

Other / not subdivided$224K100.0%

% of EOY assets

9.121%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$163,433

$84,685+93.0%

$73,836+121.3%

$125,389+30.3%

Participation rate

93.8%

76.8%+17.0pp

73.4%+20.3pp

83.2%+10.6pp

Annual return

-0.98%

3123.80%-3124.8pp

2268.06%-2269.0pp

282.24%-283.2pp

Employer contribution / active EE

$11,138

$3,123+256.6%

$2,787+299.6%

$4,866+128.9%

Participant deferral / active EE

$3,993-100.0%

$3,583-100.0%

$5,352-100.0%

Admin fee / account holder

$14,906

$5,694+161.8%

$4,882+205.3%

$9,541+56.2%

AGC OF TEXAS HIGHWAY, HEAVY,UTILITIES & INDUSTRIAL BRANCH PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AGC OF TEXAS HIGHWAY, HEAVY,UTILITIES & INDUSTRIAL BRANCH PENSION 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