Retirement plan

EPIC CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN

Name: EPIC CONSTRUCTION COMPANY - EPIC CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: EPIC CONSTRUCTION COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EPIC CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN, EPIC CONSTRUCTION COMPANY

EPIC CONSTRUCTION COMPANYEIN 75-2810409Plan #001PY 2018

2701 S. TREADAWAY BLVD - ABILENE, TX 79602325-695-6283

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

-2.8% from 2017

Total participants

+3.3% from 2017

Average account balance

$61,999

-2.8% from 2017

Annual return

-3.19%

-18.19 pp from 2017

Benchmarks

See 15,016 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,016 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.79M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

123.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$730

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

+12.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1814

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 codes2E2J2R3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$89K

$3577 / participant

Other / not subdivided$89K100.0%

% of EOY assets

4.809%

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

$61,999

$57,352+8.1%

$83,831-26.0%

$64,173-3.4%

Participation rate

96.0%

68.6%+27.4pp

76.1%+19.9pp

69.6%+26.4pp

Annual return

-3.19%

11.38%-14.6pp

850.99%-854.2pp

7.63%-10.8pp

Employer contribution / active EE

$2,000

$2,546-21.4%

$3,631-44.9%

$2,381-16.0%

Participant deferral / active EE

$1,232

$2,993-58.8%

$4,082-69.8%

$3,470-64.5%

Admin fee / account holder

$2,981

$4,046-26.3%

$5,479-45.6%

$4,887-39.0%

EPIC CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EPIC CONSTRUCTION COMPANY 401(K) 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