Retirement plan

EMPLOYEE BENEFIT PLAN OF GIBRALTAR GROUP, INC.

Name: GIBRALTAR GROUP, INC. - EMPLOYEE BENEFIT PLAN OF GIBRALTAR GROUP, INC. (2020) Form 5500
Creator: GIBRALTAR GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GIBRALTAR GROUP, INC., GIBRALTAR GROUP, INC.

GIBRALTAR GROUP, INC.EIN 75-1662287Plan #001PY 2020

4308 AVONDALE AVE STE 100 - DALLAS, TX 752193115214-252-0313gibgroup.comLinkedIn1-10 employeesbuilding materials

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+24.0% from 2019

Total participants

0.0% from 2019

Average account balance

$208,377

+24.0% from 2019

Annual return

27.33%

-0.79 pp from 2019

Benchmarks

See 32,149 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort32,149 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.13M

Not enough data

1 years with asset history on file

Average account balance

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

$347K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

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

+24.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2788

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 codes2F2G3D

Plan features

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$129K

$18397 / participant

Other / not subdivided$129K100.0%

% of EOY assets

5.150%

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

$208,377

$197,637+5.4%

$177,848+17.2%

$158,982+31.1%

Participation rate

100.0%

88.5%+11.5pp

87.7%+12.3pp

82.0%+18.0pp

Annual return

27.33%

58.77%-31.4pp

48.33%-21.0pp

302.99%-275.7pp

Employer contribution / active EE

$2,778

$6,698-58.5%

$5,919-53.1%

$4,763-41.7%

Participant deferral / active EE

$6,069

$8,405-27.8%

$7,714-21.3%

$5,983+1.4%

Admin fee / account holder

$10,732

$15,406-30.3%

$12,431-13.7%

$11,252-4.6%

EMPLOYEE BENEFIT PLAN OF GIBRALTAR GROUP, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GIBRALTAR GROUP, INC.

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