Retirement plan

CONSTRUCTION OUTFITTERS INTERNATIONAL, INC. 401(K) PLAN

Name: CONSTRUCTION OUTFITTERS INTERNATIONAL, INC. - CONSTRUCTION OUTFITTERS INTERNATIONAL, INC. 401(K) PLAN (2018) Form 5500
Creator: CONSTRUCTION OUTFITTERS INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONSTRUCTION OUTFITTERS INTERNATIONAL, INC. 401(K) PLAN, CONSTRUCTION OUTFITTERS INTERNATIONAL, INC.

CONSTRUCTION OUTFITTERS INTERNATIONAL, INC.EIN 74-2651616Plan #001PY 2018

37450 IH-10 W, SUITE 101 - BOERNE, TX 78006830-816-2104LinkedIn51-200 employeesconstruction

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$7.2M

+4.2% from 2017

Total participants

189

-6.0% from 2017

Average account balance

$43,219

+0.5% from 2017

Annual return

-5.87%

-23.41 pp from 2017

Benchmarks

See 2,759 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,759 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.16M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

139.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$481K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17583

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

Top 3 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY2 years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201	Recordkeeping	$30,024
CLSRS LLC1 year Filed as: CLSRS, LLC Service code 27 · EIN 61-1723537 3600 N CAPITAL OF TEXAS HWY · AUSTIN, TX 78746	Advisory (Plan)	$15,045
ALLIANCE PENSION CONSULTANTS, LLC1 year Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 1120 SANCTUARY PARKWAY · ALPHARETTA, GA 30009	Advisory (Plan)	$2,922

Plan features & details

Pension benefit codes2E2J2G3D3H2F

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.
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.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$48K

$372 / participant

Investment mgmt$48K100.0%

% of EOY assets

0.665%

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: FISHER, HERBST & KEMBLE, P.C.
Auditor EIN: 742584861
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,219

$55,449-22.1%

$83,830-48.4%

$56,287-23.2%

Participation rate

82.9%

68.0%+14.9pp

76.1%+6.8pp

69.9%+13.1pp

Annual return

-5.87%

-1.38%-4.5pp

850.97%-856.8pp

-9.96%+4.1pp

Employer contribution / active EE

$962

$2,430-60.4%

$3,631-73.5%

$2,111-54.4%

Participant deferral / active EE

$6,882

$2,935+134.4%

$4,082+68.6%

$3,350+105.4%

Admin fee / account holder

$287

$656-56.2%

$5,479-94.8%

$521-44.8%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY2 years

Service code 15 · EIN 01-0233346

PO BOX 600 · BUFFALO, NY 14201

Recordkeeping

$30,024

CLSRS LLC1 year

Filed as: CLSRS, LLC

Service code 27 · EIN 61-1723537

3600 N CAPITAL OF TEXAS HWY · AUSTIN, TX 78746

Advisory (Plan)

$15,045

ALLIANCE PENSION CONSULTANTS, LLC1 year

Filed as: ALLIANT RETIREMENT CONSULTING

Service code 27 · EIN 33-0785439

1120 SANCTUARY PARKWAY · ALPHARETTA, GA 30009

Advisory (Plan)

$2,922

CONSTRUCTION OUTFITTERS INTERNATIONAL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONSTRUCTION OUTFITTERS INTERNATIONAL, INC. 401(K) 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